Investing in Relationships
Based in Kansas City, MO. – Helping clients nationwide.
At Weatherby Capital, we believe your financial journey starts with a plan, not a product. Whether you’re seeking advice for personal finances, investments, or business growth, we’re here as your partner every step of the way.
What We Do
Building Strategies, Strengthening Relationships
Whether you’re planning for your future, managing your investments, or growing your business, Weatherby Capital offers personalized guidance designed to help you achieve your goals. We don’t just offer solutions — we build lasting relationships, making sure we’re your first call, no matter the need.
Investment Management Services
Matching your investments to your goals and risk tolerance can be tricky. Our asset allocation and ongoing management services ensure that your portfolio is aligned with your financial objectives. We take into account your age, timeline, and comfort with risk to create a strategy that helps you stay on track
Comprehensive Financial Planning
Our financial planning services take a holistic look at your entire financial landscape, from savings and investments to retirement planning. We help you understand the trade-offs, identify potential challenges, and develop a smart, educated plan of action to secure your future.
Business Expansion & Acquisition Planning
Thinking about growing your business or acquiring another? We work closely with business owners to determine the right expansion strategies based on where you are now and where you want to be. Let us help you assess the opportunities, weigh risks, and execute your growth plans with confidence
Business Consulting Services
As a business grows beyond the startup phase, navigating labor costs, capital allocation, and cash flow can be overwhelming. We specialize in helping established businesses identify their key performance indicators and implement strategies that foster long-term growth and profitability.
About Us
Leadership, Experience, and Integrity
With over 35 years of leadership experience, a distinguished 30-year career in the Marine Corps, Jose Castillo is passionate about helping clients navigate their financial journeys. His approach is rooted in long-term relationships — ensuring that no matter your challenge, he’s the first person you call
Why Choose Us
Results You Can Count On
Experience in Leadership and Problem Solving
As a retired Marine Corps officer, Jose Castillo brings over 35 years of experience in leadership, problem-solving, and financial strategy. His military career provided him with the skills to tackle complex challenges with discipline, dedication, and precision.
Corporate and Academic Background
After his military service, he transitioned into financial planning and analysis for a global manufacturing company, where he honed his skills in managing capital, assessing risk, and driving business growth. He holds a Bachelor’s degree in Economics, a Master’s in Operations from Marine Corps University, and a Master’s in Finance from Georgetown University.
Relationship-First Philosophy
At Weatherby Capital, we believe in investing in relationships, not just products. We are committed to being your first phone call, whether for financial advice, business strategy, or to connect you with trusted professionals.
Lets Work Together
Empower Your Financial Future
Your future deserves careful planning and informed decisions. Weatherby Capital is here to help you navigate the complexities of finance with ease and confidence. Connect with us today and discover how we can support your journey.”