Gary Pittsford

For over 45 years, Gary Pittsford has worked with hundreds of family business owners in all 50 states, helping them with retirement income, estate planning and business valuations to protect their businesses and their net worth. Over the years Gary has worked with dozens of co-op organizations and he continues to help them by providing convention speeches, monthly newsletters, webinars, educational videos, and a book titled Your Family Business, Your Family New Worth available on Amazon.com. Gary recently merged his firm, Castle Wealth Advisors, with Creative Planning, based in Kansas City, to be able to provide his clients with more comprehensive services under one roof. Gary Pittsford, CFP Partner / Director of Business Valuations Castle Valuation – a Division of Creative Planning.

Session Titles

Succession Planning – How to Retire Healthy
Castle Valuation