Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Experienced, independent, different. Turn your today into a rock solid tomorrow!

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, we’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional and more sophisticated investment alternatives.

We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Families & Individuals

Families & Individuals

12/06/2022
A pragmatic approach to wealth management
Niches
Non-Profits

Non-Profits

12/05/2022
Expertise to support the unique needs and goals of non-profits
Niches
Retirees

Retirees

12/04/2022
Nurturing wealth so you can live a longer, better life.
Niches
Sudden Wealth

Sudden Wealth

12/03/2022
Confidently manage your new assets with the guidance of our experienced team
Niches
Pre-Retirees

Pre-Retirees

12/02/2022
Helping you and your family prepare for the coming years in retirement.
Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Stacy Brown

Stacy R.

Brown, AAMS™ Financial Advisor, RJFS
- Collinsville Office Founder, Castlerock Financial Advisors
Jennifer Nichols

Jennifer

Nichols, AAMS™ Contact Our Office: Wealth Advisor - Tulsa Office
A Slack Hand causes poverty, but the hand of the diligent makes rich.
Proverbs 10:4
Always here for you

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. CastleRock Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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