Advisor Center

CASTLE COAST WEALTH

A Thoughtful Partner for Advisors Planning Their Exit

Selling a practice is not a transaction.
It is a decision about your clients, your reputation, and the legacy you leave behind.

At Castle Coast Wealth, we approach advisor succession the same way we approach wealth management: deliberately, personally, and with long-term responsibility in mind.

We May Be the Right Fit If…

Castle Coast Wealth is not a consolidator, roll-up, or private-equity-backed platform.

We do not pursue volume. We do not cold-call advisors. We do not acquire firms to rebrand, automate, and scale at the expense of relationships.

We seek a small number of practices where values, philosophy, and client care align. We say no more often than we say yes. When the fit is right, the outcome is right—for you, for us, and most importantly, for the clients you have served throughout your career.

A Transition Built Around Peace of Mind

For many advisors, the greatest concern is not price—it is continuity.

Will your clients be cared for properly?
Will they feel respected?
Will the transition be handled with dignity and transparency?

Our goal is simple: to give you confidence that the decision to step away was made with clarity and comfort, and that your clients are in capable, thoughtful hands.

That means:

• No rushed transitions
• No shortcuts on legal or compliance work
• Clear, proactive communication with clients
• Respect for the relationships you’ve built

Details matter. Whether that means in-person client meetings, thoughtful transition communications, or marking your retirement in a meaningful way—we do not treat this as a handoff. We treat it as a responsibility.

Our Experience With Advisor Transitions

In 2017, Castle Coast Wealth’s principal, Charlie Gillespie, acquired a large, well-established advisory practice at LPL Financial. The practice was built over three decades and consisted primarily of advisory relationships supported by deep client trust.

The transition was handled deliberately:

• Client by client
• Meeting by meeting
• In person

The planned transition period was 18 months—and it was completed on schedule with 100% client retention.

Since that time, Castle Coast Wealth has grown organically and through referrals, now overseeing approximately $425 million in client assets, with retention consistently above 98%.

Growth has been the result of continuity, not disruption.

What Advisors Can Expect When Partnering With Us

A Personalized Exit Timeline

Your transition is built around your goals, your pace, and your preferred level of involvement—whether that means six months or several years.

A Planning-First, Fiduciary Model

Your clients move into a comprehensive wealth management and financial planning framework designed to support long-term outcomes, not product sales.

Cultural and Philosophical Alignment

We value integrity, accountability, and treating people with respect. Our firm culture is stable, collaborative, and client-centered.

Independence and Simplicity

Castle Coast Wealth is privately held and independent. There is no corporate bureaucracy, no product agenda, and no private equity influence.

Our Team and Capacity

Castle Coast Wealth is supported by a seasoned, long-tenured team that allows for high-touch service and thoughtful transitions.

Our structure is intentionally built to absorb new client relationships without compromising service quality. We do not stretch capacity—and we do not promise what we cannot deliver.

A Conversation, Not a Process

If you are considering retirement or succession and want to explore whether Castle Coast Wealth could be the right long-term home for your clients, we welcome a confidential conversation.

There is no pressure. No expectation. Just a thoughtful discussion between professionals.

CASTLE COAST WEALTH

Your Legacy. Our Responsibility.

Contact: Charlie Gillespie