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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 4pm

Vandalia Wealth

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United States
Charleston, WV
Vandalia Wealth

Vandalia Wealth is a fiduciary firm that provides clear guidance, thoughtful planning, and long term confidence.

With offices in Charleston and Beckley, our advisors deliver straightforward support grounded in Appalachian values and genuine respect. Vandalia Wealth Management (“Vandalia Wealth”)dba Axxcess Wealth Management, LLC "Axxess" is a registered investment advisor. Vandalia Wealth Management provides investment advisory and related services for clients nationally. Vandalia Wealth Management will main

tain all applicable registration and licenses as required by the various states in which it conducts business. For additional information and important disclosures, please visit our website at https://vandaliawealth.com/

06/12/2025

Experience your unique journey - wherever, whenever! With the Vandalia Wealth
app you can bring your financial world to your mobile device. From checking account performance to accessing documents, staying updated on news, and managing communications, everything you need is now just a tap away. We are constantly striving to improve our client services and offerings.

06/10/2025

At Vandalia Wealth, we believe true financial success is built on collaboration, not
just consultation. This approach, focusing on your unique goals, ensures that every aspect of your financial life is aligned and optimized. With us, you're not just receiving advice; you're gaining a dedicated partner committed to your prosperity at every stage of your journey! Call us at 304-915-0260 or visit https://vandaliawealth.com/ to get started.

06/05/2025

Meet the Team: Caleb ‘Chip’ Casto, Wealth Advisor. While you may have seen him several times on our page at community events, we’ve yet to properly introduce him! Caleb has been in the financial services industry since 2018. Focusing on private client and institutional advisory and consulting services, he emphasizes collaborative wealth management by integrating every aspect of your financial life into a comprehensive, actionable plan. For him, nothing is a standard or a set-it-and-forget-it approach. He dedicates time to educational programs that help to elevate disadvantaged young people and is an avid competitor in local and regional athletic events. Learn more about Caleb and the rest of the Vandalia Wealth team at https://vandaliawealth.com/who-we-are/

06/03/2025

Exciting news! Vandalia Wealth has gone mobile with the Vandalia Wealth App! You will now easily and seamlessly be able to view your Vandalia Wealth accounts, performance, documents, news, communications and more on your mobile device. This is one more step in our ongoing commitment to making managing your wealth simpler, smarter, and more convenient.

05/30/2025

Our very own Kathy Lester had a great time last week at HealthPath WV Medical & Psychiatric Care's PrTMS® launch event where we were the presenting sponsor. We are proud to support such important organizations in our community.

05/27/2025

At Vandalia Wealth, our Appalachian roots run deep. We believe in hard work, integrity and community. With a team of experts working together, we provide personalized financial guidance built on trust. We're committed to your future. Let's get started; call us at 304-915-0260 or visit https://vandaliawealth.com/

05/22/2025

Meet the Team: Jason Lunsford, MBA, CRPS®, AAMS®, AIF®, PPC®! Jason has been in the financial services industry since 1999. Focusing on private client advisory and institutional investment advisory and consulting services, he emphasizes collaborative wealth management to develop more connected relationships with clients and deliver a more balanced and fulfilling experience to help elevate your financial goals. He believes it is less about what a client can achieve in the short term or even in just one financial area and more of a long-term approach that accounts for large factors like major life events and non-financial aspirations. Learn more about Jason and the rest of the Vandalia Wealth team at https://vandaliawealth.com/who-we-are/

05/20/2025

Vandalia Wealth is proud to be the presenting sponsor for HealthPath WV Medical & Psychiatric Care's Personalized repetitive Transcranial Magnetic Stimulation (PrTMS®) launch event this Thursday at the Charleston Marriott. PrTMS® is a non-invasive, drug-free treatment that uses personalized brain mapping to restore neural balance, enhance cognitive function, and improve mental well-being. Learn more at https://healthpathcare.com/

05/15/2025

The name Vandalia holds a lot of meaning. It’s a tribute to Appalachia and the values — honesty, perseverance and reliability — that define this region. These are also representative of the work that we do at Vandalia Wealth. Let's climb the mountain to financial freedom together. Take the first step and contact us at 304-915-0260 or visit https://vandaliawealth.com/

05/13/2025

We are so proud of Wealth Advisor Caleb Casto! He gave the keynote address at the 2025 University of Charleston Financial Planning Banquet last month.

05/01/2025

Meet the Team: Sharri Tarazon, Wealth Coordinator. Sharri has been in the financial services industry since 2016. Focusing on private client services, she emphasizes collaborative wealth management as the way to meet the needs of our clients as fully as possible. Sharri understands industry and custodian policies, procedures, and systems, is hands-on, and ensures timely communication and issue resolution – all of this being central to delivering quality care to clients. Sharri believes that listening carefully to a client and making a special effort to understand what they are saying is how you prove they are important to you. Meet the rest of the Vandalia Wealth team at https://vandaliawealth.com/who-we-are/.

04/29/2025

Are you ready to embark on your unique journey towards financial freedom? With four offices in WV, PA and NC, our team of experienced professionals are available to guide you along the right path to achieve your personal goals and objectives. We want to get to know you and have the opportunity to earn your trust. Contact us at https://vandaliawealth.com/contact-us/.

Address

500 Corporate Landing, Suite 201
Charleston, WV
25311

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Telephone

+13049150260

Website

http://www.vandaliawealth.com/

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