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Mini a casteel 2a
WS Wealth Management
Tyson's Corner, VA

Andrew Casteel

CFP®, MBA

Meet Andrew

Our Advantages - Andrew Casteel
Our Advantages - Andrew Casteel
What To Do With A 401k Still At A Previous Employer - Andrew Casteel
What To Do With A 401k Still At A Previous Employer - Andrew Casteel
My Background - Andrew Casteel
My Background - Andrew Casteel
Video Transcripts

Andrew Casteel, CFP® is a Vice President at WS Wealth Management, a boutique wealth management firm based in Tysons Corner, Virginia. He is a trusted financial partner to his clients providing comprehensive solutions to meet their investment objectives.

He brings over 10 years of industry experience with a unique background for a financial advisor. He began his career as a consultant with Booz Allen Hamilton in McLean, Virginia. He then…

Andrew Casteel, CFP® is a Vice President at WS Wealth Management, a boutique wealth management firm based in Tysons Corner, Virginia. He is a trusted financial partner to his clients providing comprehensive solutions to meet their investment objectives.

He brings over 10 years of industry experience with a unique background for a financial advisor. He began his career as a consultant with Booz Allen Hamilton in McLean, Virginia. He then moved to New York City where he was an ETF trader on the floor of the American Stock Exchange and later managed an ETF specialist post on the New York Stock Exchange. Following business school, he held a management position at PJM Capital, a global quantitative hedge fund.

Andrew uses his distinct background to directly benefit his clients. He has a deep understanding of the important role ETFs and alternative investments have in a properly diversified portfolio. He is an advocate for global diversified portfolios for his clients.

Andrew holds an MBA from The Darden Graduate School of Business (University of Virginia) and a BBA in Finance from the Mason School of Business (College of William and Mary). Andrew also is a Certified Financial Planner (CFP®) charterholder.

He lives with his wife Lori and daughter Elizabeth in Gainesville, Virginia. He currently serves on the board of two local non-profits

Fairfax Adult Softball, the largest ASA, non-profit, private softball program in the United States.
Western Fairfax Christian Ministries (WFCM), a provider of life-essential services to reduce hunger and the risk of homeless to residents of Fairfax County
WS Wealth Management is an independent, fee-only Registered Investment Advisor (RIA). You can connect with Andrew here on Guidevine, call him directly at (703) 940-5673, or send him an e-mail at acasteel@wswealthmanagement.com


Services offered

Investment Management
Financial Planning
Retirement Planning
College Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
MBA
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