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Winnacle Wealth
Winnacle Wealth is a locally owned, independent investment advisor firm in Central Texas. Its practice is built on financial planning, tax planning, and...
Overview
Winnacle Wealth is a locally owned, independent investment advisor firm in Central Texas. Its practice is built on financial planning, tax planning, and investment management, with values rooted in faith, family, and simplicity. Services are organized into Plan, Invest, and Protect, including retirement income planning, equity compensation planning, and estate planning.
General information
Firm type
RIA
Location
City
Waco
Principals
Chad Castle
RICP, ChFC — Co-Founder
Jessica Burch
MBA, CFP — Co-Founder
Steven Fleuriet — Planning
Compliance & Marketing
Samantha Ocanas — Operations & Medicare Planning
Frequently asked questions
Does Winnacle Wealth participate in fund commitments or direct deals?
No public records document any fund commitments, direct investments, or co-investment transactions by Winnacle Wealth. The firm's investment activity is entirely private. Its participation in any deal structures cannot be verified.
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