Gary Pittsford

President and CEO of Castle Wealth Advisors Gary Pittsford has provided clients with comprehensive financial consulting since 1973. Since then, the company has grown into three distinct entities: Castle Financial Group, Castle Valuation Group, and Castle Investment Advisors. The firm’s advisors focus on maintaining sound wealth management for clients, their families, and their businesses. Indeed, Gary Pittsford’s work with families and businesses over the years now spans into multiple generations. Gary Pittsford and the staff provide asset management services on a fee-only basis. Gary Pittsford cites Castle Wealth Advisors’ fee-only compensation system as a means of providing independence and integrity in his role as a client fiduciary. For this firm, including Gary Pittsford, lifelong relations with clients begin with the principle of full compensation disclosure. The clients Gary Pittsford and the Castle team serves are typically business owners with a successful closely held business and other family assets to manage. In addition, the firm also works with corporate executives, medical professionals, widows, and a wide range of high net worth clients. With the family-office practice forefront, Gary Pittsford frequently assists clients of all ages with estate planning and property ownership decisions. His firm’s extended clientele ranges in age from young children to great-grandparents. Through Castle Financial Group, Gary Pittsford actively manages high-level financial, gifting, tax, and estate strategies. The SEC registered group, Castle Investment Advisors, focuses on providing clients with conservative allocation investment vehicles to protect the families’ net worths. Castle Valuation Group consults with closely held family businesses and prepares business valuation reports, marketing reports, and helps owners with succession and retirement strategies. Castle Valuation Group arrives at business valuations through analysis of numerous market data sources that describe public and private companies. In the course of research, Gary Pittsford’s team seeks to understand a specific company’s industry, and interviews key senior personnel. In particular, the Castle team evaluates a business’ market- and sector-specific information for preparing the report. CERTIFIED FINANCIAL PLANNER™ Gary Pittsford is a member of the Small Business Council for the U.S. Chamber of Commerce, a member of the National Cooperative Business Association, and a member of the Small B