©2017 Castle Wealth Planning, LLC. All worldwide rights reserved.

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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.

November, 2019

AFTER RECENT VOLATILITY, DOMESTIC STOCKS SET NEW HIGHS

Outlook Unchanged, But It May Be Time To Invest More Internationally

Castle Wealth Planning has new blog posts!

 

Read on to learn our Founders current thoughts on the Market !

News & Publications

Here are some recent purchases made for clients by Castle Wealth Planning. Check back to see what's new.

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

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