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Welcome to Castle Coast Wealth, LLC

A comprehensive financial planning group

A comprehensive Wealth Management Firm

Previously, we had a financial advisor who we trusted with investing our money, but that was the extent of his service. When we changed to Castle Coast Wealth, we raised our service to a much higher level, addressing our concern about leaving a meaningful legacy to our children, consolidating every aspect of our estate into one place, and providing the ultimate in personalized service.
Gary & Julie

Retired Educators of a combined 80 years
Gary & Julie
At 67, I have worked with countless professionals: doctors, engineers, contractors, architects, lawyers, CPA’s, financial advisors, rocket scientists…and you guys are in that refined upper 1% of experts. You are there. The best! Thank you for all that you do.
Scott & Jen

Local business owners and long-time clients
Scott & Jen
As a retired couple, it’s very comforting to work with a company like this because we feel secure and know our financial house is in order. That’s a blessing in our lives. We live a very happy, stress-free, fun life. And a lot of that is because of Castle Coast.
Vince & Susan

Retired business owners and long-time clients
Robert & RobinLong-time clients & local business owners

"What’s really comforting and what really helps me sleep at night is if something happens to me, my wife and kids would call Castle Coast,
and I know they will be taken care of. It’s peace of mind for me."

Randy & NoraLong-time clients & retired business owners

"They are a finance company that has really set itself apart from many of the firms I’ve ever spoken with. The most important thing about Castle Coast is that they give us a strong sense of peace of mind."

Scott & CasandraLong-time clients & retired business owners

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 North Carolina financial planners

Hampstead, NC

We’re Ready to Work For You

Discover how our experienced team can help you.
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.

 

Visit Us

4225 Executive Sq
Ste 1030,
La Jolla, CA 92037

 

Form CRS

Click the Button below to access the form.

Form CRS

Castle Coast Wealth, LLC is an SEC Registered Investment Adviser. However, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made.

This website is provided solely for informational purposes and is not intended as and should not be considered, investment or financial advice or a recommendation to buy or sell any securities. No investment and/or financial planning decision should be made based solely on the information contained in this bulletin. The opinions referenced herein are as of the date of publication and are subject to change without notice. Investing in securities involves risk, including the possibility of loss of principal capital. Different types of investments involve varying degrees of risk.

Advisory services are only offered to clients or prospective clients where Castle Coast Wealth LLC and its representatives are properly licensed or exempt from licensure. A copy of Castle Coast Wealth LLC’s current written disclosure documents discussing our services, fees, and other important information is available upon request or at www.adviserinfo.sec.gov.

Under “Client Center” we provide links to our client portal and to the Charles Schwab portal. These are provided as a courtesy only. Charles Schwab serves as custodian to some of our clients and is unaffiliated with Castle Coast Wealth LLC. Charles Schwab does not endorse or recommend any adviser and the access provided to their portal by us does not represent their endorsement of us.

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