CAST AHEAD
With our guidance to clarify goals and peace of mind that they have a solid plan in place, our clients are free to enjoy life and experience more freedom in life’s choices.
We’d be happy to talk with you to help you navigate your financial future.
Independent Advice
Guiding You on the Path to Financial Freedom
Will you outlive your money?
Or will your money outlive you?
How can you manage and reduce your risk?
What will your financial legacy be?
These are some of the concerns people have about retirement and their financial future. Through our years of experience and specialized process, we create a roadmap for our clients to get on track, stay on track and have confidence they have a plan to follow for their future under our continual guidance.

How We Help
Cast Ahead Wealth Management® helps families and successful business owners address their goals for portfolio management, retirement income, survivor protection, college education planning, wealth transfer to children, and more.

Financial Guidance

Retirement Plans

Wealth Management

Tax Management Strategies

Risk Management

Education Planning
What Our Clients Say
This statement is a testimonial by a client of the financial professional as of 08/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Helpful Resources
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy direction has been central to market direction this year. Uncertainty around trade policy dominated the stock market’s path in the first half of the year
Helpful Resources
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy direction has been central to market direction this year. Uncertainty around trade policy dominated the stock market’s path in the first half of the year
Market Signal Podcast
Weekly Market Commentary
- Midyear Outlook 2025 | Pragmatic Optimism, Measured Expectations | July 8, 2025
LPL Financial is pleased to offer 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations, […]
Macro. Market. Movers
- Weekly Market Performance — July 11, 2025
LPL's Weekly Market Performance for the week of July 7, 2025, highlights fresh U.S. tariff threats, […]
Get In Touch
Are you looking for a personalized wealth management experience?
Could you benefit from personalized advice to reach your financial goals?
If you have questions or would like to set up a consultation, please email us using the secure form below, and we will get in touch.