Castlewatch Wealth

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/21/2026

We’re excited to celebrate Brandon Cuervo and the progress he’s made at Castlewatch Wealth!

Brandon’s recent promotion to Client Relationship Manager reflects his dedication, hard work, and genuine commitment to serving our clients. He’s earned his Series 7 and Series 66 registrations, as well as his California Life and Health Insurance license, an achievement that speaks to his drive to grow and excel.

At Castlewatch Wealth, we believe in investing in our people through ongoing learning, development, and opportunities to advance. Brandon’s journey is a direct example of what’s possible when passion meets support.

We are proud of Brandon's accomplishments, and grateful to have him as part of our team.

Investing in our people ultimately builds a brighter future for our clients.

05/15/2026

We are pleased to share that Anthony Akhverdyan has been promoted to Client Relationship Manager in recognition of his ongoing growth and contributions to the firm.

Anthony has achieved several important milestones in his professional development. He has successfully obtained his Series 7 and Series 66 registrations, along with his California Life and Health Insurance license. These accomplishments reflect his strong commitment to expanding his knowledge and delivering a higher level of service to our clients.

Please join us in congratulating Anthony on these well earned achievements. We are excited to see his continued impact in supporting our clients and delivering the thoughtful, high-quality experience they expect from our team.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

04/29/2026

Don’t settle for a one‑size‑fits‑all approach to financial planning.​

As CFP®️ professionals, we help individuals and families build personalized, holistic plans designed to support confident decisions today and long‑term financial goals
for the future.​

If you know someone who could benefit from working with a CFP®️, feel free to share my contact information — or have them reach out directly.

https://bit.ly/3OW5AG5

04/13/2026

Big congratulations to Gail Reid for being named to the 2026 Forbes Best-in-State Wealth Advisors list! This honor celebrates advisors who help clients achieve their long-term financial goals—and that’s what drives us every day. Thank you to our amazing clients for your trust and loyalty. We’re excited to keep empowering your financial future!

Get financial guidance in Glendale, CA from Gail D Reid & balance pursuing tomorrow's dreams with your goals for today.

04/13/2026

Strong corporate earnings remain a bright spot in the current market environment. Despite continued geopolitical headwinds and elevated oil prices, the S&P 500 is on track for the sixth straight quarter of profit growth in Q1. Read more in this recent update from the Ameriprise Investment Research Group.

04/01/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

03/25/2026

Please join us in congratulating John Ta on achieving the CEPA®️, Certified Exit Planning Advisor designation!
www.ameripriseadvisors.com/team/castlewatch/financial-advice-team/

03/25/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.