Enjoy the best parts of life on your terms.
What does financial freedom mean to you? At Blue Castle Wealth, we create personalized income plans that protect your lifestyle, manage risk, and give you confidence in every stage of life.
CORE VALUES
Help you solve the financial challenges that are important to you.
RISK MANAGEMENT
Protect the nest egg you worked hard to save for.
RETIREMENT PLANNING
Income planning designed for your financial freedom.
WEALTH MANAGEMENT
A local, small business that cares about you and simplifying your financial life.
HANDCRAFTED
At Blue Castle Wealth, our approach starts with a simple question: What would your ideal life look like if money were no obstacle? From this foundation, we build a customized financial plan that aligns with your personal goals and values. Our process combines expert financial insights with genuine care, allowing us to guide you through every stage of life. Money is simply a tool—a means to spend your time exactly as you wish. Our mission is to ensure that your financial plan is a source of empowerment, freedom, and enjoyment.
EVERY STAGE OF LIFE
Blue Castle Wealth in Lexington, KY, specializes in retirement income planning. We aim to address unique concerns and risks retirees face with our handcrafted strategies, ensuring a secure financial future.
A Financial Partnership that Guides You through the Complexities.
WELCOME!
I’m Warren Leet, the founder of Blue Castle Wealth, and I’m here to help you navigate your financial journey with confidence and ease. As a seasoned financial advisor with over 15 years of experience, I believe in providing personal guidance and handcrafting financial strategies that truly make a difference in my clients’ lives.
While you’re here, I invite you to get to know a little more about me and my approach. I look forward to getting to know you too, and helping you achieve the peace of mind that comes from having a solid financial plan.
Discover Your Path to Financial Freedom
Income Planning
Our income planning services are designed to provide a stable financial base during retirement, ensuring a steady flow of income to support your lifestyle and goals.
Risk Mitigation
Our risk mitigation approach aims to protect your retirement funds from market fluctuations and unforeseen events, providing you with a secure financial future.
Investment Strategies
We offer personalized investment strategies that focus on optimizing returns while minimizing risks, tailored to address the specific needs and concerns of retirees.
Fiduciary first advisors.
Ready to discuss how we handcraft strategies that protect your assets?
Begin to Enjoy the Best Parts of Life Today
At Blue Castle Wealth, we believe everyone deserves the opportunity to retire with confidence and experience financial freedom. Contact us today to begin.