Castlewatch Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Personalized advice

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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Experience and Vigilance

Castlewatch Wealth advisors have 150 years of combined experience in providing comprehensive financial planning and investment management to multiple generations of clients. We have always believed financial advising is not just about reaching a destination but also keeping you as secure as possible along the way. We at Castlewatch Wealth examine your finances and listen to your wants and needs to continually guide you to your financial goals. While you go about living your life, you can rest assured that Castlewatch Wealth strives to keep a watchful eye on your financial future.

Honored to receive recognition

We’re excited to announce that Barron’s named Gail Reid one of their Top 100 Independent Financial Advisors for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Gail to help our clients achieve their financial goals. All of us at Castlewatch Wealth would like to thank our clients for their trust, which made this recognition possible.

Our videos

3 videos

The Ameriprise difference

Ask us 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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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)