Forty years in Banking and Wealth Management, the last 20 as founder and CEO of a multi-family Registered Investment Advisory firm where our goal is to recommend an optimum investment portfolio to achieve our client's financial objectives at the lowest possible cost.
Charles Haberstroh
Founder, President and CEO
CastleKeep Investment Advisors
United States, Connecticut, Westport
About Me
Profile Information
Founder, President and CEO
CastleKeep Investment Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Westport
Connecticut
United States
Aug 8, 2025
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