Castle Wealth Planning

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--> HOME | castlewealthplanning top of page DSC_0046 1/5 Welcome to Castle Wealth Planning Castle Wealth Planning provides asset management and financial planning services to individuals, families and small businesses. Sign up to receive the Castle Wealth Planning Newsletter. JOIN NOW MORE 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. Happy To live with my wife of 18 Years, Kerry in this beautiful town. 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. MORE About April 20, 2020 ​ OPTIMISTIC MARKETS RALLY OFF THE LOWS!! Now Likely Priced For Perfection,And So We Invest Cautiously ​ ​ ​ ​ MORE 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. ​ MORE Recent Purchases Connect With Us Castle Wealth Planning is here to help you plan your future, together. 805 962 5630 contact@castlewp.com bottom of page

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