Striving to Answer the Question, "What Am I Missing?"
Celestial Wealth Management was created in 2009 to address the need for independent, unbiased, comprehensive wealth management strategies for investors. We provide comprehensive financial planning services and structured investment management services for our clients. We focus on risk management to help your portfolio and your financial life aim to withstand the fluctuations of the world financial markets. By managing risk prudently through tactical assetallocation*, we strive to help you build wealth and protect your capital. Now more than ever, it takes patience, diligence and a keen understanding of the global economy to be a successful investor.
*Asset allocation does not ensure a profit or protect against a loss.
Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.
Koffee Talk S1 E3 June 28, 2016
While I feel it is not prudent to be monitoring account fluctuations weekly or even monthly, as long term investors monitoring accounts every six months we can see trends develop. We are now past the half way point of 2016. It has been a wild ride that has left many on the outside looking in.…Read More
2015 & 2016 Award Winner*
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.