Our Company

About Castle Coast Wealth
Guidance Built for the Long Term

Wealth brings opportunity and complexity. As financial lives grow more sophisticated, sound decisions require clarity and perspective.

Castle Coast Wealth provides disciplined, fiduciary guidance through comprehensive wealth management and financial planning. We help individuals and families navigate complex financial decisions and steward capital in support of long-term priorities as life evolves.

Founded on Christian principles, we are committed to treating our clients with integrity, respect, and care. We place our clients’ interests first and honor the trust they place in us.

Our Philosophy
Clear Thinking in a Complex World

Effective wealth management is grounded in structure, not speculation.

Our role is to help clients make informed decisions, understand trade-offs, and remain aligned with long-term priorities through changing markets, evolving tax environments, and life transitions.

Advice is delivered deliberately, without unnecessary complexity or product bias, and always within the context of a client’s broader financial life.

Who We Work With
Long-Term Thinkers

Castle Coast Wealth works with individuals and families who value thoughtful planning over short-term results, risk awareness alongside growth, and a professional advisory relationship built on trust.

Our clients include professionals, business owners, retirees, and multi-generational families. What they share is not a specific net worth, but a mindset rooted in clarity, consistency, and disciplined decision-making.

Our Team
Experience, Independence, Judgment

Castle Coast Wealth is built on professional experience, independent thinking, and fiduciary responsibility.

We value clear communication, intellectual honesty, and consistent execution. Our independence allows us to act solely in our clients’ best interests, without product-driven incentives.

Our Commitment
A Relationship Built Over Time

We measure success not by short-term outcomes, but by the quality and longevity of our client relationships.

Our commitment is to provide clear, thoughtful guidance, remain disciplined through uncertainty, act with discretion and integrity, and serve as a steady presence over time.