A complete list of active advisors currently associated with CWS Wealth Partners
Warmer can help you find a great advisor at CWS Wealth Partners or one who fits your needs even better.
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.
To learn more about the advisors currently working at CWS Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 11
| |
Omaha, NE
| 4
|
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