Blue Castle Wealth

Blue Castle Wealth company information, Employees & Contact Information

Updated June 2026

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Blue Castle Wealth is a Financial Services company and founded in 2022. It has approximately 1 employees on record. Contact data was last refreshed in June 2026. Find Blue Castle Wealth's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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Blue Castle Wealth is an independent financial planning firm based in Lexington, KY. We specialize in income planning for retirees, offering personalized investment strategies to address unique retirement needs.

Company Details

Employees
1
Founded
2022
Address
1040 Monarch St,
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
http://www.bluecastlewealth.com
Keywords
Retirement Income Planning.
HQ
Lexington, Kentucky
Competitors
Unified Trust, PCS Retirement, American Trust Retirement, EGPS, Benefits Plus, AimPoint Group, LLC, SS&C Innovest.
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