A plan for today, tomorrow and generations to come

Castle Group

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

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 F. 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
    • TN
    • 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
          • TN
          • VA
          • WV

              • Certified Divorce Financial Analyst
              • Chartered SRI Counselor℠
              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
                  UBS Wealth Way

                  UBS Wealth Way

                  Estate planning strategies

                  Estate planning strategies

                  Helping women take charge

                  Helping women take charge

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  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

                  Global leader

                  UBS is a world-leading wealth manager

                  51 countries

                  Our global footprint

                  Insights