At Castleview Wealth, we believe that true financial success is built on a strong foundation—one that protects, accumulates, and preserves wealth with purpose. Our name was inspired by a love for Disney, where castles represent not only magic and imagination, but also protection and legacy. Historically, castles were built to safeguard the wealthy—and that’s exactly what we do for our clients today.

Whether you're an individual, family, or business owner, Castleview Wealth is your modern-day financial fortress. We offer tailored strategies to help you grow and protect what matters most—your assets, your employees, and your future.

Meet Our Principal & CEO

Jessica Sarter is a seasoned financial professional with over 15 years of experience and a long track record of excellence. A back-to-back “Agent of the Year,” (2025) Jessica is known for her ability to deliver personalized, results-driven strategies that exceed expectations.

As a dedicated wife and proud special needs mom, Jessica brings a level of empathy, adaptability, and intentionality that sets her apart. These values are woven into the fabric of Castleview Wealth, creating a client experience that is both strategic and deeply human.

Jessica believes finances should feel empowering—not intimidating. Her approach is rooted in clarity, compassion, and strategy—ensuring every client feels confident, educated and supported, whether they're navigating personal goals or growing a business.

Who We Serve

We work with:

• Individuals & Families — From retirement planning to tax and risk diversification, we help build and preserve generational wealth.

• Business Owners — We specialize in group benefits, executive compensation strategies, and customized financial strategies to support your growth and your team.

• Communities — Through volunteerism, philanthropy, and strategic partnerships, we’re committed to making an impact beyond the balance sheet.

Castleview Wealth isn’t just a firm—it’s a trusted partner, here to guide you through life’s milestones with clarity, confidence, and just a little bit of magic.