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Vandalia Wealth Management

Vandalia Wealth Management

Financial Services

Charleston, West Virginia 2,014 followers

Strength, Stewardship, and Stability for Appalachia’s Future

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About us

Vandalia Wealth is an independent wealth management firm dedicated to helping individuals, families, and businesses build, preserve, and transfer wealth with clarity and confidence. Headquartered in Charleston, West Virginia, with additional offices in Pittsburgh, Pennsylvania, and Greenville, North Carolina, we proudly serve clients across Appalachia who value long-term partnership, transparent guidance, and a team that understands the financial landscape of the region. We believe every client deserves a plan that aligns with their values, goals, and unique financial story. That belief drives our fiduciary commitment to always put clients first and to deliver guidance that is objective, disciplined, and tailored to each stage of life. Our services include comprehensive financial planning, disciplined investment management, retirement income strategies, estate and legacy planning, tax-efficient strategies, business owner and succession planning, risk management, and employer retirement plan advisory support. By integrating these services under one roof, we help clients simplify complexity and make informed decisions with confidence. What sets Vandalia apart is our collaborative, team-based approach. Advisors, planners, portfolio specialists, and support professionals work together to provide a seamless experience, ensuring every recommendation is coordinated, thoughtful, and aligned with each client’s long-term priorities. This shared approach allows us to bring deep expertise to every relationship while maintaining the personal connection our clients value. Our mission is simple: to help families and businesses thrive for generations. Whether planning for retirement, navigating major life transitions, or shaping a lasting legacy, we are dedicated to offering clarity, confidence, and continuity throughout your financial journey.

Website
https://vandaliawealth.com/
Industry
Financial Services
Company size
11-50 employees
Headquarters
Charleston, West Virginia
Type
Privately Held
Founded
2021
Specialties
Comprehensive Financial Planning, Investment Management, Retirement Planning & Income Strategies, Estate & Legacy Planning, and Tax-Efficient Wealth Strategies

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Employees at Vandalia Wealth Management

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Updates

  • View organization page for Vandalia Wealth Management
    Vandalia Wealth Management

    2,014 followers

    Congratulations to one of our very own on continuing to go the distance on the roads and for our clients. Great work Caleb!

    View profile for Caleb Casto
    Caleb Casto

    Since moving back to Charleston after college, the historic Charleston Distance Run has always been on my radar. I ran it in 2023 when I first started to get back into running, and the hills took it out of me. Like after any race, my brother and I swore we’d never run it again. On Saturday, I started conservative and held back going up the hills since they’re early in the race. Once I got to the top, I opened up and flew down, then held on for dear life on the flats. I crossed the line 9 minutes faster than my first CDR and placed 8th overall. Top 10 wasn’t something I thought I had in me at the start of the day. Injuries forced me to take some time off leading into the race, and I just wanted to finish with my Achilles intact. God is good, and I’m grateful to be healthy enough to do the sport I love.

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  • View organization page for Vandalia Wealth Management
    Vandalia Wealth Management

    2,014 followers

    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.

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  • View organization page for Vandalia Wealth Management
    Vandalia Wealth Management

    2,014 followers

    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://lnkd.in/dwuYMNyF to get started.

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  • View organization page for Vandalia Wealth Management
    Vandalia Wealth Management

    2,014 followers

    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://lnkd.in/ecU3MSgd

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  • View organization page for Vandalia Wealth Management
    Vandalia Wealth Management

    2,014 followers

    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.

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  • View organization page for Vandalia Wealth Management
    Vandalia Wealth Management

    2,014 followers

    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://lnkd.in/ecU3MSgd

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  • View organization page for Vandalia Wealth Management
    Vandalia Wealth Management

    2,014 followers

    Vandalia Wealth is proud to be the presenting sponsor for HealthPath 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://lnkd.in/gpZVMJRV

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