Top Palm Beach Financial Advisor - Schedule Your Free Consultation Today

Unlock Your Complimentary Financial Plan ($2,000 value for No Charge)

Serving Palm Beach Since 1996
Barron’s top advisor
Independent and Unbiased Fiduciary. Access to any/all securities.
Integrated Wealth Management & CPA. Employs 7 full-time CPAs.
Team experience at Morgan Stanley, Wachovia, Wells Fargo, and Deutsche Bank
Two offices in North Palm Beach and West Palm Beach

Step 1) Schedule your complimentary consultation with our senior partners.

Step 2) The meeting will be informal and with no sales pressure. We will discuss your unique financial situation, and find out if we are a good fit for each other.

Step 3) Based on the information you provide, we will create a robust and customized financial plan. This is a $2K value, free of charge!

What to Expect in Your Complimentary Consultation

The first step toward achieving your financial goals is meeting with someone who can help guide the way. We invite you to a complimentary consultation with one of our senior partners. This is your chance to ask questions, share your dreams, goals, and financial needs, and get to know our firm in a relaxed setting. By the end of your meeting, you will have a clear understanding of how we can support you, our pricing if you choose to move forward, and what the next steps might look like.

Direct Access to Leadership. Meet with one or more of our senior partners and/or senior vice presidents, not junior staff. You will receive thoughtful attention from decision-makers with decades of experience.
Personalized Attention. The meeting is tailored to your unique financial circumstances, priorities, and concerns.
A No-Pressure Environment. This is an informal introduction, not a sales meeting. No decisions will be made. The purpose is to explore whether we are the right fit for each other.
An Open Exchange. You will learn who we are, how we operate, what our expectations are, and our pricing. In return, we will ask about your past experiences with financial advisors and what you feel has been missing.
A Comfortable Format. Meetings typically last about one hour and can be held virtually, or in one of our Palm Beach offices.

A man shaking hands with another man in front of two other people.

Your Complimentary Financial Plan

A $2,000+ Value, Provided at No Cost

After your consultation, you will receive a professionally prepared, custom financial plan designed exclusively for you. This plan is more than a document; it’s a comprehensive snapshot of your wealth today and a forward-looking guide to where it can take you.

What your plan will include:

Current Financial Overview. A clear, factual summary of your existing assets, liabilities, and cash flow, based on the information shared in your meeting.
Personalized Projections. Forecasts that model different scenarios and outcomes, aligned with your goals and personal objectives.
Holistic Wealth Review. An integrated look at your full financial picture, including investments, taxes, estate considerations, and retirement planning.
Portfolio and Risk Analysis. A detailed evaluation of your current investments, risk exposure, and whether your portfolio aligns with your objectives.
Goal-Based Roadmap. Strategies and scenarios built around your aspirations, from retirement to wealth transfer.

This custom financial plan is valued at $2,000 or more, but we provide it to prospective clients at no cost. It is yours to keep, whether or not you decide to move forward with Castle Island Wealth.

Two people are sitting at a table with papers and laptops.

About Castle Island Wealth

Barron’s top advisor
Bank Investment Consultant: #4 in Country
Founder Kevin McCluskey was #1 Ranked at both Wachovia and Wells Fargo in Private Bank channel nationwide
Team experience at Morgan Stanley, Wachovia, Wells Fargo, and Deutsche Bank

Castle Island Wealth has been serving Palm Beach since 1996. The firm was founded by Kevin McCluskey, who spent years as a top advisor at major firms including Morgan Stanley, Wachovia, Wells Fargo, and Deutsche Bank. Over time, Kevin saw the limitations of large institutions, where advisors were often constrained by firm priorities rather than client needs.

He founded Castle Island Wealth to create something different: an independent firm that could act as a true fiduciary, free from the conflicts of interest that come with favoring one product over another. Through an open architecture approach, clients gain access to the full universe of securities and investment opportunities, with advice that is unbiased and solely focused on their best interests.

Another unique benefit that Castle Island Wealth provides to clients is the seamless integration of wealth management with in-house tax and accounting expertise. With seven full-time CPAs on staff, the firm is able to align investment strategies and financial plans directly with both personal and business tax needs, delivering a level of coordination and efficiency rarely found in the industry.