Joseph Castiglie, CFA®

Fee-only financial advisor serving individuals, families, and institutions

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SYKON Capital Joseph Castiglie, CFA®

Harrison, NY

Serving Clients Nationwide

Fee-only financial advisor serving individuals, families, and institutions

1 Certified Advisor Reviews™

5 out of 5 Stars

Jump to Reviews

(914) 898-3346

Website

Areas of Focus

Estate Planning
Financial Life Planning
Investment Management
Retirement Planning
Taxes

About Joseph Castiglie, CFA®

Hi, I'm Joe.

As Chief Operating Officer and Chief Investment Officer of SYKON Capital, I am responsible for leading the firm’s investment strategy and overseeing day-to-day operational excellence — all with a singular focus: helping clients achieve meaningful, lasting financial outcomes.

We combine values-based financial planning with institutional-grade investment management, all grounded in behavioral insights. That means fewer cookie-cutter strategies and more tailored, actionable guidance that meets you where you are. Protecting our clients from downside risk is a core tenet of how we manage wealth.

I earned a BS from University at Albany and hold the Chartered Financial Analyst® designation.

Professional Designations

Chartered Financial Analyst (CFA)

Primary Location

500 Mamaroneck Ave, Suite 435 Harrison, NY 10528

Additional Locations

📍 601 Heritage Drive, Suite 229 Jupiter, FL 33458

Video

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Only
Flat Fee
Percentage of Assets Managed

What to expect in the first meeting

I look forward to speaking with you and appreciate the opportunity to learn about what you are seeking to gain from a relationship with a wealth manager. During the first meeting, I try to get a sense of what is important to you in your life, how your finances play a role, and any other dynamics that may impact what you are trying to achieve. We can then decide if it makes sense to move to the next step.

Offers Investment Management

Yes

About SYKON Capital

We are a fee-only financial advisor based in New York with offices in Tampa and Palm Beach, serving individuals, families, and institutions who see the value of helping minimize downside risk.

We uphold the highest standard of care in the industry and do things in a way that maximizes choice, clarity, and growth potential for YOU, not us.

SYKON Capital was founded with a vision to not only offer unparalleled solutions for our clients, but to completely align our values with theirs. Our core values are prudence, independence, fairness, creativity, and ingenuity.

Our Services

✔️ Wealth Management

A holistic approach to managing your financial resources.

✔️ Financial Planning

A personalized blueprint designed to help you achieve your life goals by aligning your finances with your values and priorities.

✔️ Investment management

Behavioral insights drive strategies that align with your goals and adapt to changing market conditions to help keep your plan on track.

✔️ Tax & Estate Planning Coordination

Coordinating strategies to help preserve wealth, optimize tax outcomes, and align your estate with your goals.

Education

University at Albany, Bachelor's Degree, Business Administration, Finance & Management

Hobbies and Interests

Family

SEC Lookup

View Disclosure

Who We Serve

Baby Boomers
Corporate Executives
Dual Income Family
Gen X
Individuals
Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Financial Advisors Who Truly Care Like Family

✅ Wealthtender Certified Advisor Review™

Oct 29, 2025

I couldn’t ask for a better team of financial advisors. From day one, they’ve treated me like family — always taking the time to listen, communicate clearly, and make sure I understand every step of my financial plan. What I appreciate most is how they create a strategy that’s personalized to my goals, not a one-size-fits-all approach. They genuinely care about my success and well-being, not just the numbers. Highly recommend to anyone looking for trustworthy advisors who go above and beyond!

Relationship to Financial Advisor: Client as of Oct 29, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Anthony T.

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Get answers to frequently asked questions regarding the services offered by Joseph Castiglie, CFA® View Disclosures

FAQs

What makes you different?

There are three things that set us apart: We go beyond dollars and cents by aligning your financial plan with your values and the life you want to live. Our team-based approach means you’re supported by the expertise of the whole SYKON team, with integrated financial planning, investments, tax strategy, and estate planning all under one roof. Because we’re independent, fee-only fiduciaries, every decision is made in your best interest.

What if my financial advisor isn’t available?

A core tenet of our team approach is that clients are never left waiting on one person. We work as a team, and each member brings their own area of expertise to the table. That means whether your advisor is tied up or out of office, another member of our team will already know who you are, understand your situation, and be ready to step in seamlessly. In fact, part of the SYKON experience is getting to know multiple team members over time. You’ll have a team of professionals who can anticipate your needs and provide consistent, high-quality guidance so you always feel supported and connected.

How do you charge?

We charge either a percentage of your assets or a flat fee. All fees will be presented to you in a clear and transparency way prior to working together and at all times during the relationship. We are fee-only fiduciaries who are bound to put your interests before our own. We follow the fiduciary standard, the highest standard of care in the industry, in all matters concerning our practice. We do not accept commissions as a compensation method.

Do I have to live in New York or Florida?

We work with clients across the country.

Is there a minimum account size?

We work with clients of all portfolio sizes. There is no minimum. Upon request, we are able to provide planning-only services where we solely provide financial planning without managing your assets.

Where will my money be held?

Your assets will be held at the custodians, Charles Schwab or Goldman Sachs.

Looking for a Financial Advisor in Harrison, New York?

What is a Chartered Financial Analyst (CFA)?

1	Question What makes you different? 25 of 125 Answer There are three things that set us apart: We go beyond dollars and cents by aligning your financial plan with your values and the life you want to live. Our team-based approach means you’re supported by the expertise of the whole SYKON team, with integrated financial planning, investments, tax strategy, and estate planning all under one roof. Because we’re independent, fee-only fiduciaries, every decision is made in your best interest. 444 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.
2	Question What if my financial advisor isn’t available? 45 of 125 Answer A core tenet of our team approach is that clients are never left waiting on one person. We work as a team, and each member brings their own area of expertise to the table. That means whether your advisor is tied up or out of office, another member of our team will already know who you are, understand your situation, and be ready to step in seamlessly. In fact, part of the SYKON experience is getting to know multiple team members over time. You’ll have a team of professionals who can anticipate your needs and provide consistent, high-quality guidance so you always feel supported and connected. 600 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.
3	Question How do you charge? 18 of 125 Answer We charge either a percentage of your assets or a flat fee. All fees will be presented to you in a clear and transparency way prior to working together and at all times during the relationship. We are fee-only fiduciaries who are bound to put your interests before our own. We follow the fiduciary standard, the highest standard of care in the industry, in all matters concerning our practice. We do not accept commissions as a compensation method. 448 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.
4	Question Do I have to live in New York or Florida? 41 of 125 Answer We work with clients across the country. 40 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.
5	Question Is there a minimum account size? 32 of 125 Answer We work with clients of all portfolio sizes. There is no minimum. Upon request, we are able to provide planning-only services where we solely provide financial planning without managing your assets. 200 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.
6	Question Where will my money be held? 29 of 125 Answer Your assets will be held at the custodians, Charles Schwab or Goldman Sachs. 77 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.
1	Question 0 of 125 Answer 0 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.

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Joseph Castiglie, CFA®

Fee-only financial advisor serving individuals, families, and institutions

Areas of Focus

About Joseph Castiglie, CFA®

Professional Designations

Primary Location

Additional Locations

Video

Meeting Options

Compensation Methods

What to expect in the first meeting

Offers Investment Management

About SYKON Capital

Education

Hobbies and Interests

SEC Lookup

Who We Serve

Financial Advisors Who Truly Care Like Family

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