Your wealth and legacy Build. Plan. Preserve.

Castle Group James F. Negrelli, Debora Venzor, Julianne Przeszlo

Castle Group






30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.


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