Nora Castro

Nora Castro

RICP®

Private Wealth Advisor
Managing Director
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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Background and qualification information is available at FINRA's BrokerCheck website.

I care about what’s important to you

For over 30 years, I have been helping high-net worth individuals and families understand their investment choices. As your Financial Advisor I am committed to providing sound financial advice, customized investment strategies, and concierge-level services with an emphasis on your ethical principles and beliefs.

I believe my comprehensive approach to financial planning can help lead to success in achieving your important financial goals. I can help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

If my philosophy appeals to you, or you find yourself at a point in life where you need another viewpoint, please give us a call to set up a confidential review.


As our client, you will receive

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

My videos

4 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)