Our Purpose

Our goal is to simplify the complexity that comes with the vast items that need your financial attention. We fulfill your need for competent, objective financial guidance, allowing you more time to devote to business, family and your personal passions.

We build Trust through Transparency

To guide you in the financial decision-making process, we address your questions and provide all the resources you and your family require to make educated decisions that will serve your best interests—not ours. We aim to take the concern and ambivalence out of the financial decision-making process, replacing it with the clarity and confidence you seek. That’s the kind of knowledge that puts you comfortably in control.

Dedication and Commitment to Your Personal, Professional, and Financial Life

We understand that life can throw you a curve ball from time to time. Whether it’s an unexpected health diagnosis, experiencing the difficulty of a divorce, the loss of a loved one, or an unexpected job change, we have helped clients navigate some of life’s challenges and is committed to being there to provide counsel through all of life’s events.

Measured by Your Success

As we build our partnership, we will form a comprehensive picture of your life goals and financial objectives. We will provide you with solutions for your wealth that are appropriately tailored to you and your future. We work closely with you to design, construct, and manage your portfolio with access to market insights, client reporting capabilities, and a disciplined investment process. We go beyond your portfolio. Castle Rock Private Wealth will provide you with everything you need to build your financial future with confidence and purpose.

“Our team is passionate about collaborating with our clients and going the extra mile to achieve their financial goals .” - Brent Hablutzel, CPWA®, CPFA™, CRPC®, President, Wealth Management Advisor