{
  "slug": "castle-wealth-management",
  "name": "Castle Wealth Management",
  "description": "Castle Wealth Management provides wealth management services for individuals, families, and businesses, offering individualized financial planning, experienced investment management, and fiduciary advice to fortify their clients' financial futures. They are fee-only advisors committed to acting in their clients' best interest.",
  "url": "https://optimly.ai/brand/castle-wealth-management",
  "websiteUrl": "https://castlewm.com/",
  "logoUrl": "https://logo.clearbit.com/castlewm.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-06T11:38:22.499Z",
  "verifiedVitals": {
    "website": "https://castlewm.com",
    "category": "Financial Services",
    "what_it_does": "Castle Wealth Management provides individualized financial planning, experienced investment management, and assistance with financial decisions. Their services include retirement planning, college planning, divorce planning, elder-care issues, asset protection, special needs planning, wealth transfers, and LGBT planning.",
    "primary_audience": "Individuals, families, and businesses",
    "core_product": "Wealth management services",
    "pricing_model": {
      "kind": "custom",
      "detail": "Compensated strictly through fully disclosed fees, refusing commissions or other third-party incentives."
    }
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789947528077
}