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
| 12
| |
Omaha, NE
| 5
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)