Castlekeep Investment Advisor

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257 Riverside Ave
Westport, CT 06880
+1 (203) 682-7200
https://castlekeepadvisors.com

CastleKeep Investment Advisors LLC is a family-owned independent Registered Investment Advisor (RIA) based in Westport, Connecticut, serving clients across the United States and globally. Founded in 2000 by Charles Haberstroh, the firm emphasizes a more personalized and flexible level of service for wealthy client families, distinguishing itself by not selling products and providing unbiased financial advice.

Offering tailored wealth management solutions, CastleKeep focuses on individualized investment strategies rather than model portfolios, utilizing top-tier investment managers from around the world. The firm also provides family office solutions, acting as a personal CFO for clients' financial affairs, ensuring a collaborative approach through its unique Roundtable concept.

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United States›Connecticut›Westport›Castlekeep Investment Advisor

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