Castle Wealth Group Legal

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Here at Richard W. Paul & Associates, we are committed to educating our clients about their investment options so that they can make sound decisions on their financial path. Our financial advisors will help you create a wealth management plan with specific goals and strategies, so you can worry more about your life and less about your money. We are proud that this is a family business that also has the tools and strategies that are available at larger firms. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.