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About Us

Guided by values, Driven by your goals 

Castfirm takes a fully integrated approach to investment management for fiduciaries as well as trusts & estates services to provide solutions tailored to your unique circumstances. Guided by a commitment to independence, transparency, and objectivity, we deliver services designed to help you achieve your long-term goals.

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THE TEAM

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James V. Rudolph

Founder & Partner

  • LinkedIn
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Robert A. Schetty, CFP®

Partner

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