Gary Pittsford
CFP
IN, USGary Pittsford, CFP®, founder of Castle Wealth Advisors, is a sought after speaker and author of Your Family Business, Your Family Net Worth. Gary has over 40 years of financial advisory experience and understands business owner's questions when it comes to making logical decisions about selling their life's work.
During the past four decades, Gary has presented over 450 breakout sessions, keynote speeches and day long seminars to such organizations as Carpet One retail stores, Flooring America retail stores, Orgill, Purina, Ace Hardware, True Value Hardware, Do It Best, HDA/Truck Pride, International Warehouse Logistics Association (IWLA) and more. He has been voted a FIVE STAR: Best in Client Satisfaction Wealth Manager as featured in Indianapolis Monthly Magazine, selected one of the 10 most Dependable Wealth Managers by Goldline Research, voted one of the top 250 best financial planners as featured in Worth Magazine and it is said in Money Magazine's article "Seven of the Best" that "among financial planners, no one has a higher reputation for competency and integrity than Gary Pittsford."
Gary's articles, contributions and interviews have appeared in The Wall Street Journal, USA Today, Money Magazine, The New York Times, Dow Jones Investment Advisor, Medical Economics, Financial Planner, Worth Magazine, Bottom Line Personal, Indianapolis Business Journal, The Indianapolis Star, Personal Financial Planning, US Chamber's Free Enterprise Magazine, Indiana Chamber's Biz Voice Magazine, NRHA's Hardware Retailing, Industrial Distribution, InsideIndianaBusiness.com, BusinessNewsDaily.com, USChamberMagazine.com, Mayflower Warehouseman, 3PL Executive, New York News, Boardroom, AWA Newsgram and more.
Gary Pittsford, CFP®, founder of Castle Wealth Advisors, is a sought after speaker and author of Your Family Business, Your Family Net Worth. Gary has over 40 years of financial advisory experience and understands business owner's questions when it comes to making logical decisions about selling their life's work.
During the past four decades, Gary has presented over 450 breakout sessions, keynote speeches and day long seminars to such organizations as Carpet One retail stores, Flooring America retail stores, Orgill, Purina, Ace Hardware, True Value Hardware, Do It Best, HDA/Truck Pride, International Warehouse Logistics Association (IWLA) and more. He has been voted a FIVE STAR: Best in Client Satisfaction Wealth Manager as featured in Indianapolis Monthly Magazine, selected one of the 10 most Dependable Wealth Managers by Goldline Research, voted one of the top 250 best financial planners as featured in Worth Magazine and it is said in Money Magazine's article "Seven of the Best" that "among financial planners, no one has a higher reputation for competency and integrity than Gary Pittsford."
Gary's articles, contributions and interviews have appeared in The Wall Street Journal, USA Today, Money Magazine, The New York Times, Dow Jones Investment Advisor, Medical Economics, Financial Planner, Worth Magazine, Bottom Line Personal, Indianapolis Business Journal, The Indianapolis Star, Personal Financial Planning, US Chamber's Free Enterprise Magazine, Indiana Chamber's Biz Voice Magazine, NRHA's Hardware Retailing, Industrial Distribution, InsideIndianaBusiness.com, BusinessNewsDaily.com, USChamberMagazine.com, Mayflower Warehouseman, 3PL Executive, New York News, Boardroom, AWA Newsgram and more.
Business Succession Planning, Selling Inside & Outside the Family, Protecting Net Worth, Next Gen.
