Castlekeep Investment Advisor

At CastleKeep Investment Advisors, we are passionate about providing personalized and unbiased financial services to high net worth individuals and families. As a family-owned, independent Registered Investment Advisor (RIA) located in Westport, Connecticut, we take pride in offering tailored solutions that cater to the unique needs of our clients.

Our History

Our founder, Charles Haberstroh, established CastleKeep in 2000 with the vision of providing wealthy client families with a more independent, flexible, and personal level of service than typically offered by large financial institutions. We have since grown to become a trusted partner for individuals and families seeking expert financial guidance.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. Our independent wealth management solutions include Discretionary Investment Management, Advisory Services, and Money Manager Monitoring. We also provide Family Office Solutions, which encompass services such as real estate management, lending solutions, travel arrangements, bill paying services, and asset sale facilitation. Our team of experienced professionals takes a collaborative approach to ensure that our clients receive the highest level of personalized attention.

What Sets Us Apart

At CastleKeep, we believe in being flexible, independent, and creative in our approach to financial planning. We don't sell products, and we don't use model portfolios. Instead, we take the time to understand each client's unique financial objectives and develop tailored solutions that meet their specific needs. Our Roundtable Approach ensures that all of our clients' trusted advisors have a place to confer and collaborate as equals, providing a comprehensive and cohesive approach to wealth management.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service to our clients. With a combination of industry expertise and personal attention, we strive to build long-term relationships with our clients and help them achieve their financial goals.