Your trusted advisors for steady, long-term strategies.
858-546-1247
Markets change. Lives change. Principles should not.
Castle Coast Wealth began four decades ago on a differentiating concept: 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.
Since 2017, 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.
Our Team
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 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.