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Welcome to Castle Wealth Planning

Castle Wealth Planning provides asset management and

financial planning services to individuals, families and small businesses.

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The Founder

Nate Cultice CFP, FSA, is founder and President of Castle Wealth Planning.

With 25 years of financial industry experience including the past 17 years as a financial planner here in Santa Barbara, I'm proud to have founded Castle Wealth Planning, a fee-only financial planning and asset management firm.

As an independent, fee-only financial planning firm, Castle Wealth’s primary obligation is its fiduciary duty to the client.

We do not sell commission-based products and we are bound to act in the best interest of the client and provide unbiased advice.

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April 20, 2020

OPTIMISTIC MARKETS RALLY OFF THE LOWS!!

Now Likely Priced For Perfection,And So We Invest Cautiously

Our Founder-Nate Cultice CFP, FSA

Market Commentary

Individual Stock Selection

Retirement Planning

Financial Planning

Team Approach

Investment Management

Our Expertise

Check back to see some recent purchases made for clients by Castle Wealth Planning.

Connect With Us

Castle Wealth Planning is here to help you plan your future, together.

805 962 5630

contact@castlewp.com