In Search of Your Dream Retirement?
We're Here to Help.

Why work with Agility Wealth Management?

The experience of a large team & the trust of a close personal relationship.

Our number one focus, beyond the services of our office, is making sure we exemplify the qualities most people are looking for in a financial planner:  Trust, Communication, and Transparency.

Financial Security is a matter of choice, not a matter of chance… and that choice begins with you, our client.

We are here to be your resource & guide for all the big financial decisions in your life.  Whether it’s managing your wealth, making decisions about your estate goals, or planning for your retirement; we take these decisions very seriously. 

You deserve someone you can trust, that you know on a personal level, and who has an experienced team behind them to give you the best service & support possible. 

That’s our promise.

Our Business Is Casper, WY.

No Matter The Challenge, We Put You First

That’s the principle that drives Agility Wealth Management.  We’re in the business of being there when you need financial guidance and support. Whether it’s supporting your family, growing your business, or pulling the trigger on your ideal retirement. Our approach can help.

01

A Personal Relationship

As your trusted confidants, we’re here to help you navigate through life’s challenges, big and small.

02

Customized Strategies

Backed by the resources of a 30+ team can bring to the table, we have the time and the strategies.

03

Tailored Advice

We’re not here to push you into ‘one size fits all’ solution. We believe you deserve a custom approach and more options.

Ready To Get Help?

We specialize in helping retirees manage their wealth and get the support they need on their journey to retirement. 

With our  association with Raymond James, we have “big business” stability combined with the one on one service and personal relationship you deserve.

Ready To Get Help?

We specialize in helping retirees manage their wealth and get the support they need on their journey to retirement. 

With our  association with Raymond James, we have “big business” stability combined with the one on one service and personal relationship you deserve.

Our Financial Services

What Are You Planning For?

No matter the unique challenge you face in retirement.  We have the skills and experience to help you navigate whatever your financial life throws at you.

Our Secret for Amazing Service

Meet Our Team

Amanda (Mandy) Custer

Financial Advisor
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Courtney Wood

Financial Advisor
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Paul Wood

Financial Advisor
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John McCann

Financial Advisor

JR MacClary

Financial Advisor

Heather Smith-Spears

Client Service Assistant

Kari Steinle

Client Service Assistant

Stephanie Lally

Operations Manager

Don't Navigate Your Financial Life Without a Guide.

Reach Out Today, And Book A Complimentary Retirement Review