We measure financial health by more than just account balances; it’s about the happiness and wellbeing they bring. As stewards of our clients’ wealth, we’re dedicated to helping them achieve their goals and enjoy a fulfilling life.
At Castlepoint Wealth Advisors, every relationship begins with understanding what matters most to the client. Financial success can look very different from one family to another, which is why personalized planning is central to our approach. Our wealth management advisors take time to evaluate investment goals, income needs, family priorities, tax considerations, and long-term aspirations before developing a strategy.
Rather than relying on one-size-fits-all models, our planning process is designed to adapt as life changes. Whether clients are preparing for retirement, managing inherited wealth, or balancing multiple financial priorities, our team creates strategies intended to support both present needs and future opportunities. Clients benefit from regular portfolio reviews and proactive communication from a dedicated financial planning team.
As experienced providers of wealth management services in Oklahoma City, OK, we understand the importance of balancing growth opportunities with long-term financial stability.
Choosing independent wealth management professionals can provide greater flexibility and objectivity when making financial decisions. Independent firms are not tied to proprietary investment products, allowing recommendations to remain focused on what best supports the client’s goals. At Castlepoint Wealth Advisors, independence allows our experienced financial advisors to evaluate a broad range of investment options and planning strategies. This structure supports a more personalized client experience built around transparency and long-term relationships.
Clients often appreciate having direct access to advisors who understand their evolving financial picture. From investment management to broader wealth management discussions, our team works to simplify complex financial decisions while helping clients remain focused on their priorities.
For individuals and families in Oklahoma City, OK, working with independent financial advisors can also create a more personal advisory relationship rooted in trust and consistent communication.
Kendall is best identified as a follower of Jesus Christ, husband to Courtney, and father to Austin and Tanner. He is also the founder and CEO of Castlepoint Wealth Advisors, bringing more than 23 years of experience in the financial services industry.
Jake Weatherford is a partner, senior advisor, and OKC advisor director whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.
Drew serves as a partner, senior advisor & Tulsa advisor director. Drew is responsible for providing client investment advice and implementing the firm’s financial planning strategies as well as developing firm efficiencies and managing day to day operations.
With more than 15 years of Experience. Adam specializes in comprehensive financial planning and asset management with considerable experience regarding trusts, qualified retirement plans, non-profits, and private equity.
Adam serves as Chief Investment Officer and leads Castlepoint’s Investment Committee, sharpening Castlepoint’s investment philosophy and translating it into an investment strategy. day-to-day basis.
Ted Creegan is a CERTIFIED FINANCIAL PLANNER™ professional at Castlepoint Wealth Advisors. Since joining the firm in 2018, Ted has worked closely with clients on comprehensive financial planning—aligning investment strategy with retirement goals, tax planning, charitable giving, and estate planning coordination.
Kristen serves as a Partner and advisor at Castlepoint, working with the team to deliver investment guidance and comprehensive financial planning tailored to each client’s goals. She focuses on practical, client-centered strategies that blend thoughtful investment management with tax-aware and estate-planning considerations.
Kian is an Advisor working alongside the Advisory Team to aid with investment advice and implementing the firm’s financial planning strategies.
Reagan joined the Castlepoint team in May of 2020 and serves as Director of Client Service and Operations. She is responsible for client onboarding, fulfilling client requests, event planning and coordination, marketing, and managing day-to-day operations. Reagan holds the Financial Paraplanner Qualified ProfessionalSM designation.
Sol joined the Castlepoint Wealth Advisors team as a Client Services Administrator, where she supports the client service team and helps ensure a smooth, high-quality experience for clients. She values genuine connection and enjoys building strong relationships, both personally and professionally.
Courtney is the vice president of Castlepoint Wealth Advisors and serves as our legal counsel. Her background as a corporate and securities attorney is a major asset to our company and clients.
Kortland is a Trader at Castlepoint Wealth Advisors, where he helps execute the firm’s disciplined, evidence-based investment approach.
Independent financial advisors can provide objective recommendations because they are not limited to specific proprietary investment products or services.
Many clients work with our wealth management advisors after reaching a level of financial complexity that benefits from coordinated planning. This often includes individuals with significant investable assets or evolving long-term financial needs.
Most clients meet with their advisor on a regular schedule, often quarterly or annually, with additional meetings available as life events or market conditions require adjustments to their plan.
