The RLS Wealth story starts like your story. A person. A purpose. A leap.

Person: Justin Castelli | Purpose: You | Leap: Leaving a corporate firm and founding RLS Wealth in 2015

After years of working for large firms, I founded RLS Wealth in 2015. I just didn’t subscribe to the belief that clients needed to meet a quantitative threshold to deserve financial planning. So, with two kids under five, I took a leap to build a firm that would help people no matter their stage of life. And here we are. In five fast, fun, challenging years, that firm has helped dozens of people like you turn passions into a purpose with diligent financial planning. And we’re just getting started.

Form ADV-II Form CRS

 

 

Screenshot 2020-06-24 15.24.09.png

Say 👋 to our small but mighty team.

 
 
 

Justin Castelli, CFP®

Founder, Life Planner

Personal

Husband to Angela. Dad to Roman, Leo, Silas. (RLS)

Always moving. Former: Hoops. Current: Yoga, Tonal, Peloton, and Weights.

Professional

I am a CERTIFIED FINANCIAL PLANNER™ practitioner, the founder of RLS Wealth, co-founder of The AGC™, and founder of the creative collective PRST. Having spent my entire career in the financial services industry, I started RLS Wealth in 2015 to bring my passions to my work and help dreamers align their passions with their finances. Since launching RLS Wealth, I’ve been included in Financial Advisor Magazine’s Advisors To Watch 2019, Investopedia’s Top 100 Advisor (2019, 2020, 2021, 2022, and 2023), and Investment News 40 under 40 2020 Class.

Purpose

My purpose is to live my authentic life and make a lasting impact on others by helping them align their spirit, mind, body and money on the Pursuit of their authentic life.

 
 
 
 

"There’s beauty in completion. And always faith in the unknown.”

Kendrick Lamar.

 
Screenshot 2020-06-24 09.09.36.png