
Wealth PartnersThe Kritzer-Castellaw Group
Awards and Industry Recognition

Forbes
Welcome
We deliver holistic wealth management strategies to a diverse range of business owners, corporate executives, entrepreneurs and multigenerational families who have worked hard to acquire significant capital and are looking for an experienced team to help organize every element of their financial roadmaps.
Just as most companies have a Chief Financial Officer to oversee their corporate financial affairs, we believe our role as Wealth Partners is equally essential to the clients we serve.
Holistic wealth management
Our team has built our practice upon the pillars of customized portfolio development, liability management and trust & estate planning. We are skilled in pre- and post-liquidity planning, management of large equity positions, executive services and an array of other sophisticated requirements that our affluent clients seek.
Placing clients first
Throughout our careers, we have dedicated ourselves to educating clients about every aspect of their financial pictures. Our objective in providing the highest level of personal service is rooted in a deep commitment to caring for the best interests of families like yours.
By providing trusted advisory guidance, we enable you to concentrate on what you do best, knowing that your personalized goals are being carefully handled.
Our team
David Kritzer and Chris Castellaw lead our four-member team. Integrated support is provided by a host of other talented individuals.
We are backed by an industry leader
Our capabilities are backed by the fiscal strength and stability of J.P. Morgan's fortress balance sheet to help safeguard your assets in various economic environments. We welcome the opportunity to help plan for your financial future and be a partner in your success.
Investment Approach
Attention to what matters most
At the Kritzer-Castellaw Group, we understand that wealth is rarely an end in itself—it is a means by which our clients enhance the lives of their families and future generations. With this responsibility in mind, we deliver holistic wealth management services to oversee the range of financial complexities that often accompany great success.
A relationship-driven process
Our practice was founded to serve the wealth management needs of successful entrepreneurs, business owners and high-net-worth families who seek full-service capabilities. We view ourselves as advocates for our clients, helping navigate the uncertainties of financial choices.
By discussing your income statement, balance sheet, cash flow and trust & estate needs, we gain a clearer understanding of your goals and requirements. Our team provides leadership to manage significant assets across multiple generations.
Specialized focus on the unique needs of business owners
With first-hand experience building our practice, we have a particular affinity for addressing the specialized requirements of business owners and entrepreneurs who may have sold a company or are planning to do so.
Pre-transaction planning—We help evaluate the timing and impacts of liquidity events, and address tax and other considerations. To minimize exposure, we develop hedging and monetization strategies that help capture equity opportunities and avoid excess risk.
Post-transaction diversification—Once a liquidity event has occurred, we diversify proceeds into an individualized portfolio with specific investment goals. We partner with clients' CPAs and other outside advisors to help ensure that critical financial elements are considered.
Executive services
Through our many years of experience, we have become proficient in furnishing support for restricted securities, 10b5-1 contracts, company options and other sophisticated instruments. We work within your risk parameters to create uncorrelated investment strategies that help diversify away from concentrated equity positions.
Cash flow strategies
One current area of focus, given the low interest rate environment, is the development of alternative strategies to generate targeted levels of cash flow.
Active portfolio management
Our asset management approach gives high consideration to the preservation of capital. The teams's long-term objective is to build a core portfolio with tactical or timely additions to help pursue an economic rate of return.
We customize portfolios to the requirements of each client. Typically, we use a wide variety of investment vehicles, including individual stocks, bonds, mutual funds, ETFs, separately managed accounts, private equity, hedge funds and other alternative investments.
When needed, we take a more aggressive stance, but do so in a risk-mitigated fashion to help protect existing capital. We may also make tactical adjustments or change allocations to assist in enhancing potential returns.
J.P. Morgan's commitment to excellence
Our team augments our own research with the powerful resources of J.P. Morgan. Our clients benefit from direct access to the intellectual capital, real-time insights and award-winning research team1 that we leverage as part of the firm's due diligence process.
Meet Our Team
Specialist Resources
Insights

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now