Castle Coast Wealth, LLC

William Litton is a CFP® professional with 38 years of industry experience. He is currently with Castle Coast Wealth, LLC, where he has worked since 2020, following prior roles at Litton Financial and LPL Financial. Outside of advisory work, he owns Litton Enterprises, Inc., a marketing business. Castle Coast Wealth, LLC is a registered investment adviser serving individuals, high-net-worth clients, and retirement plans. The firm employs strategic, dynamic, and tactical asset-allocation strategies using mutual funds and ETFs, managing assets on a discretionary basis with ongoing portfolio monitoring and rebalancing.

Cassidy Fisher is a financial advisor at Castle Coast Wealth, LLC with one year of industry experience. She holds a Series 65 designation and has a diverse background including roles in the restaurant and automotive industries prior to her advisory career. Castle Coast Wealth, LLC is a registered investment adviser serving individuals, high-net-worth clients, and retirement plans with discretionary asset management and financial planning. The firm uses a combination of strategic, dynamic, and tactical asset-allocation approaches primarily involving mutual funds and ETFs, managing over $412 million in assets across approximately 291 clients.

Charles Gillespie is a financial advisor at Castle Coast Wealth, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Castle Coast Wealth (formerly Litton Financial, LLC) since 2020. Prior to that, he was associated with LPL Financial and operated under Litton Financial Services. Gillespie is also an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and retirement plans, managing over $412 million in assets. The firm employs strategic, dynamic, and tactical asset-allocation approaches using mutual funds and ETFs and offers services including 3(38) investment management and 3(21) advisory for ERISA plans.

Adam Brown is a financial advisor at Castle Coast Wealth, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked previously with LPL Financial and Litton Financial Services. In addition to his advisory role, he is an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC is a registered investment adviser serving individuals, high-net-worth clients, and retirement plans. The firm uses strategic, dynamic, and tactical asset-allocation approaches with discretionary management, focusing on mutual funds and ETFs while incorporating both quantitative and qualitative analysis.

Tyler Stearns is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Castle Coast Wealth, LLC, where he has worked since 2020 and previously worked with affiliated entities dating back to 2014. He is also an independent insurance agent, dedicating a small portion of his time to that activity. Castle Coast Wealth, LLC is a registered investment adviser serving individuals, high-net-worth clients, and retirement plans. The firm employs strategic, dynamic, and tactical asset-allocation approaches using primarily mutual funds and ETFs, managing client accounts on a discretionary basis with ongoing portfolio monitoring and rebalancing.