Warren R Leet, AIF®
Warren Leet is the Founder and Financial Advisor of Blue Castle Wealth, an independent Registered Investment Advisory firm based in Lexington, Kentucky. With nearly 20 years of experience in the financial services industry, Warren specializes in retirement income planning and long-term financial strategy, helping clients design a future defined by financial freedom, not financial worry.
Mr. Leet holds a Bachelor of Arts in Economics and Finance from Western Kentucky University’s Gordon Ford College of Business. His career has been built around one clear purpose: helping people transition into retirement with clarity and confidence. He believes that retirement isn’t a finish line, it’s a new chapter, and financial freedom is the key to making that chapter meaningful.
At Blue Castle Wealth, Warren works one-on-one with each client to create personalized, strategy-driven plans tailored to their goals, values, and lifestyle. His approach is focused, direct, and deeply personal, making retirement planning simple, purposeful, and aligned with the life each client wants to lead.
He lives in Central Kentucky with his wife and two dogs. When he’s not working with clients, Warren enjoys golf, college football, live music, and spending time outdoors with family and friends.
Background
- Accredited Investment Fiduciary (AIF®)
- Western Kentucky University (Economics & Finance)
- Prior experience before BCW: Director of Advisor Services for Wealth Management Division at local Trust Company
At Blue Castle Wealth, our mission is to simplify retirement planning and shift the narrative from “winding down” to “moving forward.” I’m passionate about helping you achieve genuine financial freedom so you can focus on what matters most—whether that’s spending time with family, traveling, or exploring new passions.
Chief of Barking & Director of Tailwags
Their Super Serious Bios
Leo might wish he was in charge and surely has put in enough applications to become Chief of Barking but he has been warned his attire is not work appropriate. Beware he likes to greet guests with paws.
If his brother wasn’t around Tucker wouldn’t be much of a talker but he knows where to get pets and breaks all workplace rules by asking for way too many.
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At Blue Castle Wealth, we believe everyone deserves the opportunity to retire with confidence and experience financial freedom. Contact us today to begin.