Costello Wealth Strategies

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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 individual 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

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil pri...
06/30/2026

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap:

raymondjames.com

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

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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