Prosperity with purpose
Wealth management, personalized for you.
Prosperity with purpose
Wealth management, personalized for you.
Financial Advice Palos in Verdes Estates, CA and surrounding area
• Investment management built for long-term stability and tax efficiency.
• Retirement and cash-flow planning to give you confidence about your future.
• Estate and legacy planning that honors your wishes and protects your family.
• Tax-smart strategies woven into every part of your financial life.
• Guidance for trusts, business owners, and multi-property households.
Who We Serve
Individuals and families with $1 million+ in investable assets who want a single, trusted advisor—not a call center—to oversee their entire financial picture.
How We Work
Clear communication. Transparent fees. Strict fiduciary duty.
Your plan is crafted and managed directly by your advisor, not passed down a corporate assembly line.
With the bulk of our clients coming from PALOS VERDES PENINSULA and the BEACH CITIES of REDONDO BEACH, HERMOSA BEACH and MANHATTAN BEACH, we service customers in Los Angeles and Orange County by appointment, in the convenience of your home or office.
Welcome to WesCal Wealth
CASEY MERVINE, CWS®, Founder & Principal Wealth Advisor
Insights
Initial Discovery Call - 30 min
A conversation to understand your goals, background, and concerns. There’s no obligation—just an opportunity to explore whether the relationship is a good fit.
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WesCal Wealth LLC | 424-224-9399
Investing in securities involves a risk of loss.
Past performance is never a guarantee of future returns.
Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.
DISCLOSURE: WesCal Wealth LLC (WCW) is a California-registered investment adviser with its principal place of business in the State of California. WCW and its representatives comply with the current notice-filing and registration requirements imposed on registered investment advisers in the states where WCW maintains clients. WCW may only conduct business in states where it is registered or qualifies for an exemption or exclusion from registration. For information regarding the registration status of WCW, please contact WCW or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about WCW, including fees and services, request our disclosure brochure as set forth in Form ADV using the contact information provided. Please review the disclosure statement carefully before you invest or send funds.
Copyright © 2025 WesCal Wealth LLC All Rights Reserved. | 424-224-9399 | PALOS VERDES ESTATES, CA 90274
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