Costello Wealth Strategies

Costello Wealth Strategies We are a local business who help you develop appropriate strategies, and construct well crafted port

Investments are a means to an end, whether the goal is a comfortable retirement, a grandchild's education, or a legacy for future generations. That's why we have chosen to work with Raymond
James, a team of professionals that focuses on goals, not transactions. We work with you to develop custom programs designed to address all aspects of your financial life. Although the specific needs of each in

dividual are different,
we find that most of our clients look to us for one or more of the following:
-Retirement
-Legacy
-Lending
-Cash Management
-Institutional Investing
-Small Business Solutions

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Costello Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earni...
05/01/2026

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap:

raymondjames.com

All eyes turned toward the Middle East as ongoing hostilities sent oil prices skyrocketing past $100 a barrel for the fi...
04/01/2026

All eyes turned toward the Middle East as ongoing hostilities sent oil prices skyrocketing past $100 a barrel for the first time since 2022, causing global markets to price in potential long-term consequences. Read more in the the March market recap:

raymondjames.com

Last month saw markets move sideways as mega-caps began rotating after three years of growth, allowing "average stocks" ...
03/02/2026

Last month saw markets move sideways as mega-caps began rotating after three years of growth, allowing "average stocks" room to run and sparing those with diversified equity positions from contractions at the top. More details in the February market recap:

raymondjames.com

US stocks finished higher for the month after a busy start, and the economy remains cool but resilient. Read the details...
02/02/2026

US stocks finished higher for the month after a busy start, and the economy remains cool but resilient. Read the details in the January market recap:

raymondjames.com

December brought some AI stock pullbacks, another interest rate cut from the Fed and cooling inflation. For the year, th...
01/05/2026

December brought some AI stock pullbacks, another interest rate cut from the Fed and cooling inflation. For the year, the S&P 500 notched double-digit gains. Learn more in the monthly recap.

raymondjames.com

Despite a mid-month pullback of 5% for the major US equity indexes, their first in over six months, a late rally tied to...
12/01/2025

Despite a mid-month pullback of 5% for the major US equity indexes, their first in over six months, a late rally tied to increased expectations for a December interest rate cut helped them finish November with positive performance. Check out the monthly recap.

raymondjames.com

Today we honor all those who served. Thank you to our veterans for your courage, sacrifice, and dedication.And thank you...
11/12/2025

Today we honor all those who served. Thank you to our veterans for your courage, sacrifice, and dedication.
And thank you to the spouses, partners, children and extended families for the sacrifices you have made also. It does not go unnoticed.

Address

9057 Soquel Drive , Bldg B Suite D
Aptos, CA
95003

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 1:30pm

Telephone

+18317082395

Website

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