Start Planning Your
Retirement Journey
We seek to coordinate, organize, and simplify the many components of your wealth management plan, providing the financial clarity, solutions, and service that allow you to focus on what you care about most.
Our Mission
Our goal is to provide every client the opportunity to engage and work with our team to gain the utmost confidence in achieving their retirement dreams.
Our Story
Michael Fry and David Bankston met over 20 years ago at a financial planning conference in Orlando, Florida. While maintaining separate firms (Mike’s company is Steward Financial Services, Dave’s is Bankston Wealth Management), they have spent the better part of their professional careers informally working together in advising their clients. In the summer of 2021, the idea of formally joining forces and creating a planning firm combining their talents was discussed and finalized.
We use a proprietary tool – the CASTLE Wealth System – which ensures that every aspect of a client’s financial life is reviewed. This process provides the structure for developing and monitoring a retirement, income, and tax plan that will ultimately allow our clients to have a confident retirement for life!
Do you have a coordinated Income Plan keeping you on course to your goals?
An intentional income plan can help ensure your assets sufficiently meet your income and expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.
Is your portfolio prepared for the transitions in your financial life?
It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.
Timely Market Insights
Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets.
