Dios Castar Wealth Management is a boutique practice located in Southampton, NY, backed by the resources of UBS Financial Services Inc. With a team of experienced professionals, they offer comprehensive financial planning services to individuals, artists, and entrepreneurs, addressing both the asset and liability of their clients' personal balance sheets. Their expertise includes socially responsible investing, multi-generational planning, and serving women investors and business owners.
Led by Rosemarie Dios, a Certified Financial Planner with over three decades of experience, the team at Dios Castar Wealth Management is committed to making a difference in their clients' lives. They have been recognized for their dedication and work ethic, receiving industry accolades such as Forbes America's Top Women Wealth Advisors and Forbes Best-in-State Wealth Advisors. With access to the thought leaders and decision makers at UBS, they provide personalized financial solutions and strive to help their clients confidently pursue their life goals.
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