Castle Wealth Management

Adam Scott & Associates goal is to help you to steer your course toward a lifetime of financial security. Helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocation, overpaying on taxes, or lack of catastrophic health care planning, and maximizing social security payout.We know that managing social security, long-term care insurance, estate planning, investment advisors, accountants and bankers takes a lot of work and we want to partner with you so that you do not have to go it alone.Call us today at 561-226-4657 so you can get the best assistance in making your strategic financial decisions so that you and your heirs meet your goals.

Sulzberger Capital Advisors is a fee based investment management firm for US and international clients. Sulzberger Capital Advisors is a registered investment advisor with the State of Florida. Our mission is to create customized investment solutions to help our clients meet their long term financial and retirement goals.

Certuity is a wealth management and multifamily office firm. We provide independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor held to the fiduciary standard, we act in our clients’ best interests so they can achieve their goals for today, tomorrow, and generations to come.