Larry E Castle
My Mission Statement
My Story and Services
Gene grew up in Mount Pleasant, Texas, and moved to Longview in 1979. He is a graduate of the University of Texas in Arlington and holds a Bachelor of Business Administration in Accounting.
Gene is married to his wife Sabrina and has two sons named Will and James. Gene has been very involved with his community to include prior boards as the American Heart Association and Pinecrest Country Club. He is a member of New Beginnings Baptist Church in Longview. In his spare time, he enjoys being with his family, playing golf, fly fishing, and bike riding.
Our Suite of Services
As Wealth Grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we may map out a strategy to achieve your particular priorities and goals.
Wealth Management brings all the dimensions of your life together. We listen carefully to understand the connection across your personal life, your family, your career and your legacy goals to develop a comprehensive strategy that is uniquely yours.
One of our key areas of focus is helping you prepare for and thrive in retirement. From IRAs to RMDs, we manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with security and confidence.
Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately or generate cash-flow or income as you require.
Morgan Stanley's Global network affords us the ability to offer suitable clients a wide array of alternative investments to consider - from private equities and exchange funds to hedge funds and real estate investments. Our recommendations are based on your own goals and your tolerance for investment risk.
Creating adequate cash flow and securing liquidity are the day-to-day aspects of implementing a financial strategy. We help you meet your personal cash management and borrowing needs, while thinking strategically about how specific approaches may affect current and long-term costs and taxes.
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset tilting and beneficiary designation requirements, incorporating best practices to help enhance results.
A Focused Approach to Investments
Your Portfolio Manager works closely with you to understand your needs while maintaining the focus and discipline necessary to guide your portfolio in the most challenging market cycles. A disciplined, four-step investment process underpins the program and helps to develop a long-term perspective about building and managing wealth.
Our four step process helps you develop a long-term perspective about your investments. Your Portfolio Manager will:
Work with you to establish a realistic set of objectives based on your financial goals, time horizons, liquidity needs and tolerance to volatility and risk.
Develop an investment strategy designed to help produce optimal portfolio performance the highest return potential consistent with the strategy's level of risk.
Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy.
Track you portfolio's performance relative to your stated objectives - and modify the portfolio on a discretionary basis as your needs and circumstances change over time
Individual plans for individuals like you
Goals you set today will evolve. The LTX Legacy Group's process is designed to evolve with them- and with the changing circumstances of your life. Holistic in its approach, our planning process encompass all the elements of your financial and personal life, making sure they align with current and future goals.
Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future for you and your family's goals.
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs
Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.
While creating a successful family business is an exceptional achievement on its own, many founders wish to help ensure future generations can build on this success and continue to generate wealth for their families.
A stable global economy is likely to benefit equity and fixed-income markets, though increased uncertainty around U.S. tariffs and immigration policy could jeopardize markets' recent gains.
Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.
Cybersecurity Resources
Morgan Stanley proactively defends our systems and monitors our digital landscape to anticipate issues before they aside and resolve them appropriately.
We employ the following measures through our regularly reviewed security processes:
- Strong encryption protocols to help protect your data.
- Continuous monitoring to detect and prevent fraud in your accounts.
- Routine testing of our systems and protocols to identify vulnerabilities.
- Work with independent security firms to penetration test certain applications.
As part of the Lifestyle Advisory services, Morgan Stanley provides referrals to leading 3rd party cybersecurity professionals, who help assess, reduce and remediate your vulnerabilities.
Morgan Stanley's Rachel Wilson, Head of Wealth Management Data Security & Infrastructure Risk, will tackle these questions. She will discuss ways to protect yourself from the rapidly changing cyber landscape.
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Location
Portfolio Insights
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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