Team profile


Experience and Vigilance

Castlewatch Wealth advisors have 197 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.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Awards & recognition

  • Castlewatch Wealth, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
  • Gail D Reid, Inducted to Barron’s Hall of Fame (for ranking 10 years on Barron’s Top 100 Advisor lists), 2022
  • Paul Avina, Ameriprise Circle of Success, 2000-2024
  • Paul Avina, Five Star Wealth Manager, 2013-2016
  • Alberto Alvarez, Five Star Wealth Manager, 2014, 2015, 2017, 2020-2025
  • Gail D Reid, Barron’s Top 100 Women Financial Advisors, 2013 - 2025
  • Gail D Reid, Forbes Best-in-State Wealth Advisors, 2019 - 2025
  • Paul Avina, Ameriprise Ultimate Digital Excellence Award, 2024
  • Alberto Alvarez, Ameriprise Ultimate Digital Excellence Award, 2024
  • Gail D Reid, Barron’s Top 100 Independent Financial Advisors, 2019 - 2021
  • Gail D Reid, Barron’s Top 1,200 Financial Advisors, 2016 - 2025
  • Gail D Reid, Forbes Top Women Wealth Advisors, 2020 - 2025

Our Mission at Castlewatch Wealth:

To help grow and preserve clients’ wealth through a comprehensive approach to financial planning with personalized service.