Castlepoint Wealth Advisors is an independent financial advisory firm serving clients in Oklahoma City and Tulsa. The firm focuses on guiding individuals with more than $2 million in liquid assets, helping them pursue financial goals and a rich, fulfilling life through personalized strategies. Its approach centers on understanding each client’s circumstances, current needs, and long-term objectives, then creating a tailored plan supported by enduring relationships built on trust, transparency, and results.

Castlepoint offers comprehensive wealth management, coordinating wealth-related decisions to help clients make progress toward financial and personal objectives. Its planning perspective reaches beyond investment portfolios to include considerations such as tax efficiency, cash flow and liquidity, retirement, estate planning, risk management, charitable giving, and family goals. The firm also shares financial planning and investment insights through its blog and provides resources on its process, philosophy, and core values. Castlepoint highlights more than 70 years of experience, work with 12,000 companies, and a presence across 45 or more countries.