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About WesCal Wealth
Advice in Your Best Interests
Our approach is designed to keep your goals at the center of every decision, offering a personal, 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-ter
Our approach is designed to keep your goals at the center of every decision, offering a personal, 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, WesCal Wealth
I founded WesCal Wealth after 29 years at Charles Schwab, where I served in a range of advisory, leadership, and investor education roles, including Private Wealth Advisor, Vice President and Senior Financial Consultant, Investor Education Manager, Branch Manager, and Regional Investor Educatio
Casey Mervine, CWS® | Founder, WesCal Wealth
I founded WesCal Wealth after 29 years at Charles Schwab, where I served in a range of advisory, leadership, and investor education roles, including Private Wealth Advisor, Vice President and Senior Financial Consultant, Investor Education Manager, Branch Manager, and Regional Investor Education Specialist.
Over those years, I worked with individuals and families navigating increasingly complex financial lives. That experience shaped the kind of firm I wanted to build: independent, intentionally small, and centered on long-term relationships rather than volume.
My approach combines disciplined analysis with practical, personal advice. I believe wealth management works best when investment decisions are considered alongside taxes, retirement, real estate, estate planning, family priorities, and the other moving parts of a client’s financial life.
At WesCal Wealth, I work directly with every client. There are no junior advisors and no hand-offs. Clients receive experienced guidance, ongoing attention, and a financial strategy built around their goals, circumstances, and priorities.
Independent and Focused on You
Expect an Elevated Service Experience
As an independent firm, WesCal Wealth is built to provide a highly personalized, independent advisory experience for a select group of clients.
Our independent structure allows us to provide advice centered on each client’s individual goals, circumstances, and financial interests.
We believe every investor deserves a relationship with a fi
As an independent firm, WesCal Wealth is built to provide a highly personalized, independent advisory experience for a select group of clients.
Our independent structure allows us to provide advice centered on each client’s individual goals, circumstances, and financial 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.
Expect an Elevated Service Experience
Expect an Elevated Service Experience
Expect an Elevated Service Experience
When you call or email, you work directly with Casey—not a rotating service team or junior advisor. WesCal Wealth combines that personal relationship with the infrastructure of independent qualified custodians, professional planning technology, and outside tax and legal professionals when appropriate.
What Makes Us Different
Expect an Elevated Service Experience
What Makes Us Different
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 decision
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. We’re focused on earning trust through personal service, thoughtful advice, and long-term relationships.
Let’s Talk About You.
Expect an Elevated Service Experience
What Makes Us Different
Financial confidence starts with the right conversation. If you value a personal, one-on-one approach to wealth management with the support of a strong, experienced team, let’s connect. It’s time to work with someone who puts you first.