About WesCal Wealth

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

Casey Mervine founded WesCal Wealth with a clear mission: to provide truly personalized wealth management for a select group of prosperous families. After spending 29 years at Charles Schwab in a variety of leadership roles—including Private Wealth Advisor, Vice President and Senior Financial Consultant, Investor Education Manager, Branch Manager, and Regional Investor Education Specialist—Casey launched WesCal Wealth as a purposely small, independent firm.His approach is grounded in long-term relationships, careful listening, and a deep commitment to helping clients make confident financial decisions across every stage of life. At WesCal Wealth, clients don’t get handed off or filtered through layers of staff—they work directly with Casey, benefiting from decades of experience and a personalized strategy built around their 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 Schwab Advisor Services as our trusted custodian, ensuring your assets are safeguarded with industry-leading security and providing additional support for account administration and continuity.

WesCal Wealth is intentionally designed as a boutique advisory firm, allowing us to provide the high-level expertise of a seasoned financial professional with the attentiveness of a trusted partner. With a strong support structure—including my in-house team and Schwab Advisor Services—clients receive a level of security and service that combines the best of both worlds. Our core values—honesty, communication, and personal commitment—guide everything we do.