Winnacle Wealth™ is a locally owned, independent investment advisor in Waco, Texas. We're a small team of planners and teachers who work through retirement, tax, and investment decisions with you, one at a time.
Two words, joined by the same idea as our tagline:
Elevating What Matters. Simplifying the Rest.
Winnow
verb
To remove what's unnecessary and keep only what's essential.
Pinnacle
noun
The highest point of achievement.
Winnacle
our name
Reaching the best outcome through continued refinement.
Our values are rooted in faith, family, and simplicity. Here's what each one means for the way we work with you.
We see this work as stewardship. Whatever the size of your accounts, it's the most important money in the world to you, and we treat it that way.
We're a family firm, and we plan for households, not accounts. The advice we give you is the advice we'd give our own families.
Your whole plan on one page, with no jargon. You'll always see exactly what you pay, and why, before you decide anything.
Two co-founders who teach side by side, backed by a team that keeps your plan clear, organized, and moving.
Chad Castle, RICP®, ChFC®
Co-Founder
Chad has served families in financial services since 1995. His work is built around simple, efficient, and transparent planning that helps clients make wise decisions for retirement, family, legacy, and the life they want to build.
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Jessica Burch, MBA, CFP®
Co-Founder · Founder, JustHer®
Jessica helps individuals and families navigate the financial decisions that come with retirement, life transitions, and building a lasting legacy. She combines technical expertise with a thoughtful, relationship-driven approach.
Read full bio →15 minutes to get a sense of your situation and see if we're a fit.