Your trusted advisors for steady, long-term strategies.
858-546-1247
Our Story
OUR STORY
Clear Thinking in a Complex World
Castle Coast Wealth was built on the belief that good financial decisions come from discipline, perspective, and trust earned over time, not promised in advance.
Our Philosophy
We take a conservative, long-term view of wealth management. Our approach emphasizes planning before products, judgment before speculation, and substance over noise. As fiduciaries, we are committed to acting in our clients’ best interests at all times.
A Long-Term Perspective
Short-term market movements don’t determine long-term outcomes.
We do not attempt to predict markets or react to headlines. Instead, we focus on well-constructed strategies designed to endure across market cycles.
Our Team
Our team brings experience, independence, and a shared commitment to disciplined, client-first advice.
Charlie Gillespie, ChFC®
Principal, Wealth Manager
As Principal and Wealth Manager of Castle Coast Wealth, Mr. Gillespie works directly with affluent clients creating, implementing, and monitoring their financial plans. In the industry since 2005, he utilizes his financial expertise to help families and business owners reduce income taxes, create and preserve personal wealth, and maximize the transition of assets to future generations.
Tyler Stearns, CFP®
Partner, Wealth Manager
Tyler began his career with the firm in 2014 and quickly impacted financial outcomes through intricate financial planning design. As a Partner and Wealth Manager with Castle Coast Wealth, Tyler focuses on advising clients and families across all aspects of wealth management to achieve financial well-being and develop sustainable legacies. Tyler has a unique ability to deliver highly complex investment services to our clients.
Adam Brown, AIF®
Wealth Manager
Adam began his career assisting clients with their financial well-being in 2006. Since then, he has specialized in preparing clients to enjoy a sustainable income during retirement. He designs and implements each plan advising clients on a broad range of wealth and investment management solutions. Mr. Brown takes great pride in his profession being diligent in the guidance he provides his clients with an unbiased, objective viewpoint.
Kent Keister
Chief Compliance Officer
Jason Halim
Operations Manager
Cassidy Fisher, AIF®
Investment Advisor Representative
William Litton, CFP®
Mr. Litton has established a reputation for identifying integral strategies to assist high-net-worth clients in achieving their goals. After 32 years in the industry, his comprehensive financial planning contributions have stretched across families for generations.
Mr. Litton continues to work between La Jolla, CA, and his office on the Nevada side of beautiful Lake Tahoe.
Firm Background
Castle Coast Wealth was formed to provide individuals and families with a steady, independent alternative to short-term, sales-driven financial advice. Our work is grounded in thoughtful planning, prudent management, and relationships built on transparency and trust.
Markets change. Lives change. Principles should not.
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.
