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
    • GA
    • IL
    • IN
    • MA
    • ME
    • MI
    • MO
    • NC
    • NH
    • NV
    • NY
    • OH
    • OR
    • SC
    • TN
    • VA

          30050 Chagrin Boulevard
          Suite 200
          Pepper Pike, OH 44124
          james.negrelli@ubs.com
          James Negrelli
          30050 Chagrin Boulevard,Pepper Pike,OH,44124
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          Debora Venzor, CFP, CDFA

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • MA
          • ME
          • MI
          • MO
          • NC
          • NH
          • NY
          • OH
          • OR
          • SC
          • TN
          • VA

          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 FINANCIAL PLANNER®
              • Certified Divorce Financial Analyst
              Women investors
              30050 Chagrin Boulevard
              Suite 200
              Pepper Pike, OH 44124
              debora.venzor@ubs.com
              Debora Venzor, CFP, CDFA
              30050 Chagrin Boulevard,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
                    julie.przeszlo@ubs.com
                    Julianne "Julie" Przeszlo
                    30050 Chagrin Boulevard,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
                  Man looking in VR headset

                  Making sense of significant wealth

                  We can help you plan for it.

                  When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                  We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                  Clients sitting with advisor

                  Empower your investments

                  Helping women take charge

                  Helping women take charge

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

                  Financial strength

                  Driving confidence.
                  A-  Standard & Poor’s
                  A  Fitch
                  A3
                    Moody’s


                  UBS AG, long-term senior secured debt rating. As of 03/31/2024

                  Insights