CWS Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CWS Wealth Partners, the dba of Castinado Wealth Strategies, is a small supported advisory firm founded in 2021 with two advisors managing roughly $62 million for about 133 individual clients. The firm provides discretionary and non‑discretionary portfolio management and comprehensive financial planning for both high‑net‑worth and non‑HNW individuals, and it may employ third‑party managers and platforms in client accounts.
Investment programs are developed from documented client goals, time horizons and risk tolerances and use a mix of fundamental, technical and cyclical analysis, with strategies that can include long‑term holdings, shorter‑term trading and TPM‑driven approaches. Accounts are reviewed at least quarterly and the firm uses custodial reporting and third‑party platforms (including Orion/OPS) for portfolio implementation and monitoring; CWS does not permit client‑imposed investment restrictions.
A notable distinction is that the firm’s principals maintain affiliated insurance businesses and spend a material portion of their time acting as insurance agents, and they may receive commissions for insurance products — a relationship disclosed in the brochure as a potential conflict of interest. The firm also highlights retirement and behavioral finance credentials among its principals, operates without a stated account minimum, and may waive planning fees when clients implement recommendations through the firm.
Client services
Expertise
Fee options
Financial planning fees range from $1,000 to $5,000.
1.0% annually
Investment Advisor Representatives receive commissions from insurance product sales, representing a conflict of interest.
Main office
12020 Shamrock Plaza, Suite 200
Omaha NE 68154
Advisors at this office
2
Most active in
Iowa · Nebraska
Also doing business as
Castinado Wealth Strategies, LLC · Cws Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Brock C
Series 65
Omaha, NE
CWS Wealth Partners
Brock Castinado is a financial advisor at CWS Wealth Partners with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including American Senior Benefits and Union Pacific Railroad. In addition to his advisory role, he operates an affiliated insurance agency, Castinado Company Limited. CWS Wealth Partners is a small supported advisory firm managing approximately $62 million for around 133 clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning, using a mix of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerances.
Brett C
Series 63, Series 65
Omaha, NE
CWS Wealth Partners
Brett Castinado is a financial advisor with CWS Wealth Partners in Omaha, NE, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at multiple firms including Virtue Wealth Counsel, American Senior Benefits, and Byrne Wealth Management. Outside of his advisory role, he operates Castinado Enterprises, Inc. as an independent insurance agent. CWS Wealth Partners is a small supported advisory firm managing approximately $62 million for about 133 clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning for both high-net-worth and non-HNW individuals, utilizing a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerances.
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