Our tenured advisors have the experience and sophistication to leverage the very best of our unique registered investment advisory services with the global institutional brokerage and investment banking capabilities of Jefferies.
Castaldo-Egan Team
We utilize our combined 50+ years of investment knowledge and experience to provide a comprehensive financial/investment plan to suit the needs of the individual client.
Our focus to help clients achieve their unique goals and feel confident and connected about their financial future is at the core of our business. We offer bespoke advice, product, and strategy to be a best-in-class partner.
We are intimately familiar with the challenges of managing wealth and believe financial advice is about having a unique plan that is customized to reflect your goals beyond just finances.
Our team specializes in quality investment solutions for institutional-level clients including Family Offices; and Founder, Owners, and Executives experiencing significant liquidity events.
Personalized service you would expect from a small wealth management boutique while backed by the global resources of Jefferies Financial Group. Jefferies is a diversified financial services company engaged in investment banking, capital markets, asset management, and direct investing.
We understand the unique needs of ultra-high-net-worth clients and are well-prepared to help them protect the wealth they have created while generating income.
We focus on serving the unique needs of high-net-worth public and private companies, corporate executives, entrepreneurs and their families by providing them with institutional access to the full spectrum of global resources.