CASEY MERVINE, CWS®
Private Wealth Advisor &
Founder of WesCal Wealth
CASEY MERVINE, CWS®
Private Wealth Advisor &
Founder of WesCal Wealth
Private Wealth Advisor &
Founder of WesCal Wealth
Private Wealth Advisor &
Founder of WesCal Wealth
A Private Advisory Practice
WesCal Wealth serves a limited number of families who value thoughtful financial guidance and long-term relationships.
Clients work directly with Casey Mervine, Founder and Principal Wealth Advisor.
Who We Serve
We work with individuals and families with $1 million or more in investable assets whose financial lives have grown more complex and who prefer working with a single, trusted advisor instead of being routed through a call center.
Our clients often include entrepreneurs, real estate professionals, creatives, executives, and business owners whose income and opportunities arrive unevenly and require thoughtful long-term planning.
What We Help You Navigate
Financial decisions get more complex when income is uneven, assets grow, and life stops following a simple script. We help bring structure and clarity to that complexity through:
How We Work
Advice should feel personal, not procedural.
You work directly with your advisor, with clear communication, transparent fees, and strict fiduciary responsibility guiding every recommendation. Your plan is not handed off to a corporate team or processed through an assembly line. It is built and managed through an ongoing relationship focused on thoughtful decisions over time.
WesCal Wealth is intentionally structured to serve a small number of families. When growth requires additional support, we expand carefully to preserve a high level of personal service.
Local and Personal
Most of our clients live on the Palos Verdes Peninsula and in the Beach Cities, including Redondo Beach, Hermosa Beach, and Manhattan Beach. We serve clients throughout Los Angeles and Orange County by appointment, often meeting in the convenience of your home or office.
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.
WesCal Wealth LLC | 424-224-9399
Important Disclosure: WesCal Wealth LLC is a California-registered investment adviser. Registration does not imply a particular level of skill or training. Advisory services are offered only where WesCal Wealth is appropriately registered or otherwise permitted to provide advisory services.
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Information on this website is provided for general informational purposes and should not be considered individualized investment, tax, or legal advice.
For additional information about WesCal Wealth LLC, including services, fees, and conflicts of interest, please review our Form ADV available through the Investment Adviser Public Disclosure website.
Copyright © 2026 WesCal Wealth LLC All Rights Reserved. | 424-224-9399 | PALOS VERDES ESTATES, CA 90274
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