Overview

Established in 2011, Castlemark Wealth Management (CWM) is a wholly owned subsidiary of R.N. Croft Financial Group Inc., offering personalized financial planning and wealth management in a boutique-style setting. Castlemark combines the resources of a larger financial institution with the customized service and attention clients expect from a dedicated planning team.

Comprehensive Financial Planning & Wealth Management

Castlemark’s award-winning professionals bring extensive experience across multiple areas of financial planning, including:

• Investment management
• Retirement income and decumulation strategies
• Tax-efficient estate planning
• Risk mitigation through insurance

Every plan is tailored to reflect each client’s unique values, financial objectives, and life circumstances. The focus is always on optimizing wealth-building strategies while ensuring long-term financial peace of mind.

Insurance Solutions and Expertise

Castlemark provides comprehensive insurance support to clients and advisors through licensed professionals. Solutions include:

• Life insurance
• Critical illness and disability insurance
• Estate and legacy planning
• Corporate insurance structures

Insurance strategies are integrated seamlessly into broader financial plans to support wealth preservation, income protection, and tax efficiency.

Support for Independent Advisors

Castlemark also plays a strategic role in supporting the independent advisor network within Croft Financial Group. Acting as an Associate General Agency (AGA) for several CFG advisor partners, Castlemark provides:

• Advanced case consultation
• Access to experienced insurance advisors
• Strategic planning support
• Back-office resources

This support model allows independent advisors to retain autonomy while accessing the expertise and infrastructure of a larger, integrated team to better serve their clients.

Client-Centered Philosophy

Whether serving individual clients or supporting independent advisors, Castlemark Wealth Management is committed to:

• Customized advice
• Proactive planning
• Transparent communication
• Long-term relationships

At Castlemark, financial planning is about more than numbers—it’s about helping people build clarity, confidence, and security in every stage of their financial journey.

Visit: www.castlemarkwealth.com