"Liquidity is a luxury. Keep a portion of wealth unencumbered—not just for emergencies, but for seizing timely opportunities others can’t." CASEY MERVINE

WesCal Wealth was founded on a straightforward principle: the client comes first. Our approach is designed to keep your goals at the center of every decision, offering a smarter, more modern way to manage and grow your wealth. We work with driven individuals who value personal connection, take ownership of their financial lives, and understand that thoughtful planning and disciplined investing are the keys to long-term financial confidence.

Integrity should guide every financial relationship. Long before I launched this firm, I was an investor myself — learning firsthand the importance of smart planning and sound advice. I began my career as an apprentice in a brokerage firm, where I quickly saw that too often, sales came before the client’s best interest. I knew I wanted to build something different — a place where advice is rooted in trust, not transactions, and where I could take real pride in helping clients shape a successful financial journey.

CASEY MERVINE, CWS®  Founder & Principal Wealth Advisor

I founded WesCal Wealth with a clear mission: to provide truly personalized wealth management for a select group of prosperous families. After 29 years at Charles Schwab in a range of leadership roles—including Private Wealth Advisor, Vice President and Senior Financial Consultant, Investor Education Manager, Branch Manager, and Regional Investor Education Specialist—I launched WesCal Wealth as a purposely small, independent firm built on trust, clarity, and long-term relationships.

My approach is deeply personal, shaped by a life that’s bridged structure and creativity. I was born just outside Washington, D.C., in Falls Church, Virginia—a city steeped in history, discipline, and global affairs. I spent meaningful time there with my father and brother, exploring the Smithsonian museums, national monuments, and institutions that sparked a lifelong curiosity about how the world works. In contrast, I was raised primarily by my mother in Santa Cruz County, California, where we learned to adapt, build, and create with what we had.

That blend of East Coast precision and West Coast possibility still defines how I show up today: grounded, adaptive, and committed to helping others navigate complexity with clarity and purpose.

At WesCal Wealth, I work directly with every client—no hand-offs, no layers of staff. Just thoughtful, personalized guidance built around your goals, values, and legacy.

As an independent firm, WesCal Wealth is built to provide highly personalized, conflict-free financial guidance for a select group of clients. 

Our independence ensures that your needs always come first, free from the influence of outside interests.

We believe every investor deserves a relationship with a firm they can trust — one that offers clear, straightforward advice tailored to their unique financial goals and circumstances.

You’ll also be supported by a dedicated team member who handles service and administration, helping to ensure your experience is smooth, responsive, and worry-free at every step.

When you call, you’ll reach someone who knows you and your financial goals. When you email, you’ll get a prompt, informed, and personal response. My team and I are committed to delivering the kind of attentive service you won’t find at large firms. Beyond our office, we leverage the strength of trusted custodians, Altruist and Interactive Brokers, ensuring your assets are safeguarded with industry-leading security and providing additional support for account administration.

We specialize in helping clients with complex financial lives — including entertainment and media professionals, retirees from all professions, and individuals navigating life after the loss of a spouse. From tax strategies to estate planning integration and customized portfolios, we bring clarity and confidence to your financial decisions.

We don’t delegate relationships to junior staff. No sales quotas, no corporate agendas — just personalized, high-touch advice and cutting-edge tools to simplify your financial life.We’re not trying to be the biggest — just the most trusted. If we wouldn’t enjoy having dinner together, we’re probably not the right fit.