Your trusted advisors for steady, long-term strategies.
858-546-1247
Markets change. Lives change.
Principles should not.
Four Decades in the Making
A Practice Built Long Before the Name.
Castle Coast Wealth began four decades ago on a differentiating idea: every financial decision is connected to every other one, and no single piece should be advised on in isolation.
That comprehensive viewpoint was in place long before the firm carried its current name. For decades, the practice operated out of La Jolla, serving a select number of families with the kind of attention and continuity most firms claim but few deliver — built on fiduciary principles, guided by Christian values, and run with a level of personal commitment that has kept clients, and their children, confident for generations.
2017 · Full Independence
A New Chapter, Same Foundation.
Over the past decade, we’ve achieved full independence as a registered investment adviser, expanded to a second coast, deepened our specialization in business owners and exit planning, and more than doubled our assets under management through the growth of our clients’ wealth and the families they’ve introduced us to.
The foundation hasn’t changed. We still serve a limited number of families by design. We still hold ourselves to being the best available resource for the clients we serve and the ones we have yet to meet. And we are still guided by the same principles that shaped this firm long before any of us arrived.
The Client Experience
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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
Business Owners and Retired Educator Clients
The Team
The People You’d Be Working With.
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Charlie Gillespie, ChFC®, CLU®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 uses 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. |
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Kent KeisterChief Compliance Officer Kent oversees regulatory compliance and operational integrity, ensuring CCW operates within the strict boundaries of the Securities Exchange Commission. |
Jason HalimOperations Manager Jason manages day-to-day operations, ensuring every client interaction and back-office process runs smoothly and to the highest standard. |
Cassidy Fisher, AIF®Investment Advisor Representative Cassidy works directly with clients on investment strategy and portfolio management, bringing a thoughtful, client-first approach to every relationship. |
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William Litton, CFP®Mr. Litton brings 32 years of industry experience, advising clients in La Jolla, CA and his office on the Nevada side of Lake Tahoe. |
Built on Steady Principles.
Castle Coast Wealth was formed to provide individuals and families with steady, independent guidance built on thoughtful planning, prudent management, and relationships founded on transparency and trust.
Markets change. Lives change. Principles should not.
Ready When You Are
We Work With a Select Number of Families.
If we’re a fit, you’ll know in one conversation. If we’re not, we’ll tell you that, and point you somewhere that is.