About

Castlebar Asset Management is a registered investment advisor, wealth management and financial planning firm in Kansas City. Castlebar’s only goal is to give our clients the best opportunity at financial success. Castlebar does not sell investment products or earn fees from commissions. We offer objective, unbiased investment advice for our clients. This structure removes conflicts of interests and aligns our interest solely with our clients and their financial goals.

We integrate financial planning and investment management into a cohesive strategy for our clients. Castlebar utilizes the latest technology for financial planning, risk analysis and investment analysis. Our client’s assets are held at the leading custodian for independent advisors, Charles Schwab & Co Institutional. We can manage but are not limited to the following account types:

Personal

  • Individual
  • Joint
  • Trust Accounts
  • Charitable Trusts

Business & Non Profit Organizations

  • Business Accounts
  • Non Profit Accounts

Retirement Accounts Types

  • IRA (Contributory & Rollover)
  • Roth IRA
  • SIMPLE IRA
  • SEP IRA
  • Individual 401k

College Savings Plans

  • 529 Accounts

Business Retirement Accounts

  • 401k
  • SIMPLE IRA
  • SEP-IRA
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