Real advice and wealth management. 

People need people. A dedicated advisor works with you from day 1 to help you take control of your financial life. 

Working for you

Interactive Financial Tools

The Active Financial Planning process helps you celebrate the life you have while navigating toward the life you want. We start with your dreams and goals, and together we create a financial strategy you can't wait to implement. Click here to check out how the software we use helps you achieve those goals.

Investing Made Easier

Let us do the heavy lifting. Whether you are investing for retirement, a vacation, or trying to build long-term wealth - we've got you covered. Castle Hill Capital was built upon investment management and we take pride in it. 

Trust and Transparency

Trust and transparency is of the upmost importance to us.  That's why there are no hidden fees, no sales commissions, and no income based or net worth charges. We have a fiduciary duty to do what's best for you and that will never change.

Process & Pricing

Like we said before, transparency is a top priority for us. Our pricing and process reflect that. We'll never sell you unwanted products and we don't take commissions or kickbacks. We'll always do what is best for you. If you're not satisfied, you can leave at any time with no penalties.

Set goals

We'll have a conversation about what you are trying to accomplish and get to know each other better.

Gameplan

Next, we'll set our foundational plan. Remember, it's always changing as your life changes but this should give you a solid base. 

Invest

We do the hard work investing your accounts diligently. You'll be able to see your investments 24/7 just like your financial plan.

Simple Fee

Our fee is very simple. We bill 1% of your account value every year. Our incentive is aligned with you to grow your wealth. 

 

All Access

Access your accounts anywhere, anytime, across all your devices. 

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Castle Hill Capital is an investment advisor registered in Pennsylvania and Virginia. Any reference to the advisory services refers to Castle Hill Capital. Registration does not imply a certain level of skill or training nor does it imply endorsement by the state of Pennsylvania or Virginia.​ Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.

Copyright © 2020 Castle Hill Capital. All Rights Reserved.