Luippold Asset Management, LLC is a highly experienced financial services firm based in Walnut Creek, CA, specializing in providing customized solutions for sophisticated investors. With over 50 years of industry expertise, their team assists individuals, families, business owners, and professionals in preserving, building, and accessing their wealth. By establishing clear financial goals and objectives, Luippold Asset Management creates investment strategies that align with their clients' needs, emphasizing the importance of a strong client-advisor relationship.
Castle Rock Wealth Management, LLC, founded by James B Luippold in 2016, is a Registered Independent Advisor catering to high net worth individuals and families nationwide. With a focus on personalized investment plans, Castle Rock helps clients achieve their retirement objectives by developing tailored strategies that address their unique wealth challenges. By practicing a four-step process that includes information gathering, target strategization, investment planning, and progressive review, Castle Rock ensures that clients' portfolios remain aligned with their goals and risk tolerance, adapting to changes in the markets and lifestyle.
Generated from the website