CWS Wealth Partners

Brock Castinado is a financial advisor at CWS Wealth Partners in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior work includes roles at American Senior Benefits, Puritan Manufacturing, Union Pacific Railroad, and Darios Brassierie. He is also involved in fixed insurance sales through his own firm, Castinado Company Limited. CWS Wealth Partners is a small supported advisory firm managing approximately $62 million for around 133 individual clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning, employing a range of strategies based on client goals and risk tolerances, and may utilize third-party managers and platforms in client accounts.

Brett Castinado is a financial advisor with CWS Wealth Partners in Omaha, NE, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including Virtue Wealth Counsel, American Senior Benefits, and Byrne Wealth Management. Outside of his advisory role, he operates Castinado Enterprises, Inc. as an independent insurance agent. CWS Wealth Partners, founded in 2021, is a small supported advisory firm managing approximately $62 million for about 133 clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning for both high-net-worth and non-HNW individuals, employing a variety of investment strategies and third-party platforms for portfolio monitoring.