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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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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.

 

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

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

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

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