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Client Center

Secure Access to Your Financial Information

Castle Coast Wealth provides clients with secure, reliable access to their financial information through a select set of trusted platforms. Each tool serves a specific purpose, allowing you to view your accounts, track progress, and stay informed with clarity and confidence.

Castle Account View

Investment Accounts Managed by Castle Coast Wealth

Access a consolidated view of your investment accounts managed by Castle Coast Wealth, including current balances and asset allocation across accounts. This portal provides a clear snapshot of how your portfolio is structured and positioned.

Castle Wealth Vision

Comprehensive Financial Overview

For clients seeking a broader view of their financial life, Castle Wealth Vision offers a comprehensive dashboard that may include linked bank accounts, retirement plans, mortgages, external investment accounts, and other financial information in one secure location.

This tool is designed to support holistic planning and informed decision-making.

Charles Schwab Login

Custodian Statements & Account Activity

Log in to Charles Schwab’s secure client portal to access official account statements, tax documents (including 1099s), transaction history, and daily account activity for assets held at Charles Schwab.

Castle Coast Merchandise

Client & Family Collection

Explore a selection of Castle Coast Wealth merchandise available to clients and their families.

Castle Coast Kids

Resources for the Next Generation

Educational tools and resources designed to help introduce younger family members to foundational financial concepts in a thoughtful, age-appropriate way.

Important Information

The information provided through linked third-party platforms is offered as a convenience. By accessing these services, you may be leaving the Castle Coast Wealth website. Castle Coast Wealth does not control, endorse, or guarantee the accuracy or completeness of information provided by third-party websites or technology providers and is not responsible for any technical issues or consequences arising from their use. Access and use of third-party platforms is at your own discretion and risk.

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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