Gary Pittsford, CFP®, President of Castle Wealth Advisors, appears on Everything Co-op. Vernon and Gary discuss succession planning, the transition from individual ownership to worker owned businesses, and the world of purchasing co-ops.
Castle Wealth Advisors is a private wealth management firm based in Indianapolis, IN. For 45 years, Gary has worked with hundreds of family business owners in all 50 states, helping them with retirement and estate planning strategies to protect their businesses and their net worth, as well as providing one on one business consulting, business valuations and succession planning.
Gary is deeply involved with the National Cooperative Business Association in Washington, D.C. and is a member of the US Chamber of Commerce Small Business Council. 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 most recently a book titled “Your Family Business, Your Family Net Worth,” available on Amazon.com.