# WesCal Wealth - **Website:** - **Primary alias:** `wescalwealth.com` ## Description WesCal Wealth LLC is a boutique wealth advisory practice founded by Casey Mervine, a Certified Wealth Strategist and private wealth advisor. The firm provides personalized guidance to a limited number of individuals and families, particularly those with at least $1 million in investable assets and increasingly complex financial lives. Its clients include entrepreneurs, business owners, executives, real estate professionals, and creatives. WesCal Wealth offers investment management focused on long-term goals and tax efficiency, along with retirement and cash-flow planning for people with variable income. Its services also include tax-aware financial guidance, estate and legacy planning coordination, and support for households managing trusts, businesses, multiple properties, or varied income sources. Clients work directly with Mervine, who serves as their primary advisor and relationship manager. The practice emphasizes clear communication, transparent fees, fiduciary responsibility, and ongoing personal attention. Based in Palos Verdes Estates, California, WesCal Wealth serves clients across the Palos Verdes Peninsula, the Beach Cities, Los Angeles, and Orange County, with meetings available by appointment. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idQOeSi7r6/w/161/h/63/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791012269975) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Gigas | #483d8b | accent | | Cod Gray | #0e0c0e | dark | | White | #ffffff | light | ## Fonts - sans-serif — asset _(custom)_ - sans-serif — asset _(custom)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._