Our Story
WHO WE ARE
Dedicated Financial Planning for Retirees
Blue Castle Wealth was founded on a simple principle: to help retirees turn their savings into lasting income and provide them with peace of mind. We understand that managing your finances through retirement can feel complicated, especially when you’re shifting from saving to spending. That’s why we’re here.
Our approach is straightforward, and client focused. We work closely with you to create an income plan that reflects your unique needs, goals, and risk tolerance. With a focus on income planning and risk management, we guide you through every stage of retirement, ensuring that your financial strategy aligns with the life you want.
I'm ready to help you enjoy the best parts of life. Contact me today to get started.
Retirement isn’t the end—it’s the beginning of a new and exciting chapter. That’s the philosophy that inspired me to create Blue Castle Wealth. My mission is to help clients achieve financial freedom, empowering you to live life on your own terms. Whether that means blending meaningful work, leisure, and personal growth, or simply embracing newfound time without the stress of financial uncertainty, my focus is on crafting personalized strategies that reflect your goals, risk tolerance, and the life you envision.
Warren R Leet, AIF®
Why Choose Blue Castle Wealth?
Independent and Unbiased:
As an independent Registered Investment Advisor, we’re free from the constraints of larger firms. Our open architecture allows us to select the best solutions for your needs, without influence from proprietary products.
Personalized Approach:
We understand that every client is different. That’s why we focus on crafting income plans that reflect your specific retirement goals, risk tolerance, and life vision. Your retirement purpose is at the heart of what we do.
Fiduciary Commitment:
Being a fiduciary isn’t just a label for us—it’s the foundation of our service. We’re bound by law to act in your best interest, with full transparency about how you pay for our services and what those services include.
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.