Castleview Wealth LLC

05/22/2026

A recent national survey focused on how American college students are feeling about their money situation at a moment when simply a trip to the gas pump or grocery store can trigger cash anxiety.

National survey tracks with recent Utah poll regarding college-age students’ attitudes toward college, tuition.

05/19/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

05/16/2026

As scammers leverage AI, consumers can defend themselves by becoming familiar with common scams and being suspicious of unexpected calls.

05/14/2026

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.

05/06/2026

Five years ago TODAY, I said no to playing it safe, I took a leap of faith and signed my contract with New York Life.

I bet on myself.
On the late nights.
On the vision no one else could fully see yet.
On the belief that purpose and passion could build something meaningful.

Today, just shy of a month after the public launch of Castleview Wealth the timing feels pretty surreal. What started as a fleeting thought became a room full of love, legacy, community, and alignment. 🏰✨

To every client, mentor, friend, family member, colleague, and supporter who has poured into me along this journey — thank you. Every lesson, every setback, every win helped build this castle brick by brick.

This is year 5. The goals just get bigger and better from here on out.

The gates are open.
And we’re just getting started.

From our castle to yours 🏰 Jes Sarter

05/05/2026

Congratulations are in order for one of our very own Architects of the Realm 🏰✨

Kyle has officially passed the Securities Industry Essentials (SIE) Exam — a major milestone that marks his foundation in the securities industry and opens the door to delivering more advanced investment guidance and opportunities to our clients.

Every step forward strengthens the fortress we’re building—for you.

Well done, ! The kingdom grows stronger because of it.

From our castle to yours. 🏰

Jes Sarter

05/03/2026

There’s always a first in this industry.

The first time you truly feel the weight of your professional recommendations — and understand why you must stand firm in them.

I was honored to call this beautiful soul a friend of the family and a client. I left captivated by the celebration of her life, deeply moved by the love surrounding her, and even more motivated to continue this work with purpose.

My favorite, Pastor A.R. Bernard, reminded us that the depth of grief is directly proportionate to the depth of love. I could not agree more.

May we all continue to lead with love, knowing “it is a fearful thing to love what death can touch.”

God bless.

From our castle to yours 🏰

05/02/2026

This past week gave me the opportunity to step away, reflect, and be recognized as a Top 500 performer for the work being done behind the scenes.

Out of 12,000 agents across the company, to be ranked #371
— and of that just 10 African American Professionals — is something I don’t take lightly. I’m grateful. Truly.

But if I’m being honest… this was never about the trip or the ranking.

It’s about the responsibility.

The responsibility of being trusted by families, business owners, and individuals to help them protect what they’ve built, grow what they’ve earned, and create something that lasts beyond them. That’s the real work. That’s the real reward.

Moments like this are just a reflection of that commitment.
So the mission doesn’t change.

Continue to lead with integrity.
Continue to serve at a high level.
Continue building — strategically, intentionally, and with purpose.

And if there’s one thing I’ll always stand on, it’s this:

Everyone deserves to have their financial house in order — not just for today, but for the legacy they’re building.

If you have someone guiding you, lean in.
If you don’t, it’s time.

—

From our castle to yours 👸🏽

04/28/2026

40 years of impact. 💚

Grateful to have been invited to celebrate the Dover Chapter of The Links and the work they’ve done to serve, lead, and stay consistent in our communities.

Senator Lisa Blunt Rochester—a leader who has been paving the way, opening doors, and showing what it looks like to lead at the highest levels.

Tetra Shockley, Esq., Miss Delaware USA—someone I’ve had the privilege of knowing beyond the title, and who continues to move with purpose in everything she does.

Moments like this are a reminder: legacy isn’t accidental. It’s built—intentionally, consistently, and in the right rooms usually by amazing women.

From our castle to yours. 👑

03/31/2026

As Women’s History Month comes to a close, it finally feels like the right time to share this.

The world of finance and wealth management has historically been a white, male-dominated field, and even today African American women remain underrepresented in the industry. That reality makes moments like this feel even more meaningful.

Im so excited to finally share Castleview Wealth — a private client financial group!

The idea first came to me nearly three years ago. Since then, the path to bringing it to life has required countless hours of acquiring additional licenses, refining the vision, and navigating more than a few unexpected setbacks — including moments where life as a mother had to come first.

In this industry, building something the right way takes time. More than once I questioned whether the timing was right, or if I should bother to keep going.

A little over a year ago on March 20, 2025 to be exact, Castleview Wealth became a legitimized LLC. Since then, I’ve been quietly laying the foundation — shaping the vision and assembling a team that believes deeply in the mission.

Because like so many things worth building… it all started with a mouse. I’m sorry — a dream. 🤣

Castleview Wealth was created with a simple belief: Everyone deserves a financial fortress — a place where their legacy can be protected, grown, and passed forward.

What excites me even more is that I’m not building this alone. I have an incredible team trusting me to lead and I cannot wait to introduce them to all of you soon. Stepping back into a role of leadership feels like coming home. I’m deeply passionate about pouring into others, building opportunity, and helping people step into their own financial power.

From our castle to yours. 🏰

The foundation has been laid …
The gates are open.
Coronation day is coming!

🏰 🌎🎥