Your trusted advisors for steady, long-term strategies.
858-546-1247
Welcome to Castle Coast Wealth, LLC
A comprehensive financial planning group
A comprehensive Wealth Management Firm
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Shared Success
Shared Success
Being Wealthy Isn't Enough
Being Wealthy Isn't Enough
Charitable Giving
Charitable Giving
Our Client's Perspective
Our Client's Perspective
Stress Test Your Portfolio
Stress Test Your Portfolio
About Castle Coast Wealth, LLC
Who We Are
La Jolla, CA
Guidance Built for the Long Term
Wealth brings opportunity and complexity. As financial lives become more sophisticated, sound decisions require clarity and perspective.
Castle Coast Wealth provides thoughtful, fiduciary guidance to individuals and families through comprehensive wealth management and financial planning. We help clients navigate complex financial transitions such as career changes, business exits, inheritance, and retirement while managing wealth in support of long-term priorities across generations.
Guided by Christian principles, we are committed to treating our clients with integrity, respect, and care, placing their interests first and honoring the trust they place in us.
“Sophisticated wealth requires sophisticated stewardship and prudent counsel across generations.“
—Charlie Gillespie
Principal, Wealth Manager
Hampstead, NC
Call us
Reach us via phone at
858-546-1247
Monday - Friday, 9am - 5pm
Email us
Reach us via email at
plan@castlecoastwealth.com,
and we’ll get back soon.
