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Castle Coast Wealth: Fee-Only Fiduciary putting your interests first. SEC Registered Investment Adviser held to the fiduciary standard. Boutique by Design serving a select number of families. Recognized by USA Today and Statista as one of the Best Financial Advisory Firms 2026, ranked #1 in La Jolla. Click for important ranking criteria and disclosures.

The Client Experience

As a retired couple, it's very comforting to work with Castle Coast Wealth because we feel secure and know our financial house is in order. That's a blessing in our lives.

Vince & Susan — Retired Business Owners

Time is the best test for all of us. We are thankful for partners like you — who have passed that test with integrity and excellence — and continue to provide us peace of mind.

Robert & Robin — 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 & Nora — Retired Business Owners

At 67, I have worked with countless professionals: doctors, engineers, contractors, architects, lawyers, CPAs, financial advisors, rocket scientists… and you guys are in that refined upper 1% of experts.

Scott & Jen — Business Owners

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 — Educators and 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 & Casandra — Retired Business Owners

They helped us understand what we needed to make our retirement actually work and not outlive our money. We have goals as far as charity, and our children, and they helped bring those to reality.

Dan & Lisa — Retired Executives and Business Owners

These testimonials were provided by current clients of CCW. Clients who provided testimonials were not compensated for doing so. There are no other arrangements or relationships between CCW and the clients who provided testimonials that have created a conflict of interest. The testimonials provided represent each client's individual experience with CCW and may not reflect all client experiences.

Who We Serve

Two paths to peace of mind.

The families we work with come to us in different chapters of life. The depth of service is the same. The conversation is what changes.

Path One

Families & Retirees

Long relationships built on trust. For the families who've done the hard work of building wealth and now want it to serve them — through retirement, through the next generation, through whatever comes next.

  • Comprehensive financial planning
  • Retirement income strategy
  • Multi-generational wealth and estate coordination
  • Tax-aware investment management
Learn More →
Path Two

Business Owner Families

Expertise for business owners navigating the complexity of running, growing, and exiting a business and the family wealth questions that come with it.

  • Pre-sale and post-sale planning
  • Coordinated team across CPA, attorney, M&A advisor
  • Exit planning & valuation strategy (CEPA®)
  • Concentrated wealth and equity decisions
Learn More →





What We Deliver

Build the wealth. Reclaim the time.

Build

Compound the right way.

01
Disciplined Investment Strategy
Tailored to your goals, your timeline, and the unique tax position of an owner.

02
Keep More of What You Earned
Tax-efficient decisions, coordinated estate structuring, and provisions written specifically for owners.

03
Eliminate the Overlap
Institutional pricing, integrated planning, and an end to overlapping fees from disconnected providers.

Reclaim

Live the life you built it for.

01
More Time
For your business, your family, the work that matters. Not for chasing documents or coordinating professionals.

02
Greater Confidence
A team that knows your full picture, your family, and what you’re working toward.

03
Greater Clarity
Of purpose, alignment with your spouse and family, and what your wealth is ultimately for.

Contact Castle Coast Wealth

How would you like to connect with us?

We meet new families four ways. Choose what feels right for you and we’ll take it from there.

Option One

Call Us.

Prefer a quick conversation? Give us a ring directly.


858-546-1247

Mon – Fri · 9am – 5pm PT

Option Two

Text Us.

Send us a quick message — we’ll respond during business hours.


858-295-1035

Tap to text from mobile

Option Three

Schedule a Call.

Pick a time that works for you. We’ll send a confirmation.


Schedule Now →

30-minute intro call

Option Four

Request a Call.

Tell us a little about your situation and we’ll call you back.


Fill Out Form ↓

Takes about 90 seconds

Castle Coast Wealth

Important Information

Disclosures

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.

Testimonials were provided by current clients of CCW. Clients who provided testimonials were not compensated for doing so. There are no arrangements between CCW and the clients who provided testimonials that have created a conflict of interest. The testimonials provided represent each client’s individual experience with CCW and may not reflect all client experiences.

Castle Coast Wealth, LLC (“CCW”) is proud to be included on the “Best Financial Advisory Firms” 2026 list by USA Today and Statista. USA TODAY has partnered with market research firm Statista to create its fourth annual “Best Financial Advisory Firms” list, which ranks the top 1,000 RIAs in the U.S. To determine this ranking, USA Today and Statista reviewed firms’ assets under management (AUM) over short- and long-term periods, as well as the number of recommendations they received from both clients and peers. The survey was directed at clients of RIA firms, employees of RIA firms, and industry experts who are neither clients nor employees of RIA firms. The recommendations for each RIA firm were summarized and evaluated anonymously. CCW did not pay to participate in this survey, nor did CCW pay to be listed. CCW did provide compensation for the use of the logo and other promotional materials associated with this rating. Statista has recognized CCW as the #1 in its category, which includes all RIAs in the La Jolla zip code with under $500M in AUM. For more information, please visit Statista’s website.

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.

© 2026 Castle Coast Wealth, LLC. All rights reserved.