Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Castle Wealth Group are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurer. Coverage purchased after initial enrollment period are subject to eligibility requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Ed Slott's IRA Advisor Group℠ is a paid-membership, educational organization comprised of professionals of varying credentials. Membership in this organization does not imply a set level of skill or training. The logo and/or service mark is the property of their respective owners and no endorsement of Christopher Berry or Castle Wealth Group is stated or implied. 01267160-4/22