A plan for today, tomorrow and generations to come

Castle Group

Plan. Build. Preserve.

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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    James Negrelli

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DC
    • DE
    • FL
    • IL
    • IN
    • MA
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • SC
    • VA
    • WV
          30050 Chagrin Boulevard
          Suite 200
          Pepper Pike, OH 44124
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          Debora Venzor, CDFA

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • MA
          • ME
          • MI
          • NC
          • NH
          • NJ
          • NM
          • NY
          • OH
          • PA
          • VA
          • WV

          We focus our practice on working with individuals going through a divorce and providing clarity on the financial issues that arise during and after divorce. We understand that divorce or separation presents an emotional challenge and may create anxiety about maintaining lifestyle and financial goals. We work efficiently with you and your team of advisors, including your attorney, paralegal, accountant, and mediator to provide the tools that can help determine the best long-term settlement for you. Understanding your finances is the most critical step in moving forward in your new life of confidence and  independence and we are here to help you excel every step of the way.

              • Certified Divorce Financial Analyst
              • Chartered SRI Counselor℠
              Women investors
              Sustainable investing
              30050 Chagrin Boulevard
              Suite 200
              Pepper Pike, OH 44124
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              Julianne "Julie" Przeszlo

              Senior Client Associate

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              • FL
              • OH
                    30050 Chagrin Boulevard
                    Suite 200
                    Pepper Pike, OH 44124

                  With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

                  Plans

                  What's your vision?

                  We can help you bring your vision to life.

                  Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                  UBS Wealth Way

                  UBS Wealth Way

                  Estate planning strategies

                  Estate planning strategies

                  Helping women take charge

                  Helping women take charge

                  Backed by the strength of UBS

                  A global leader in wealth management

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

                  Financial strength

                  Driving confidence.
                  Aa3 (stable) Moody’s
                  A+ (stable) Standard & Poor’s

                  UBS AG, long-term senior secured debt rating. As of 11/23/2021

                  Insights