Check out our Monthly Commentary

Every month we release an new investment e-newsletter providing valuable insight into today's global economy and financial markets. 

Striving to Answer the Question, "What Am I Missing?"

Our Mission

Celestial Wealth Management was created in 2009 to address the need for independent, objective, 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 asset allocation*, 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.

Do you know what your tolerance for volatility really is?

We are pleased to provide a free, scientific assessment of your personal financial risk tolerance.

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Koffee Talk Pension Arbitrage and Buyouts

7 Back to School Financial Tips Webinar

September 1, 2017

  I am hosting a 30 minute webinar September 14, 2017 at 4:15 PM that will cover a variety of topics designed to improve your cash flow, improve your risk management, manage your savings, reduce your taxes and outline the various deadlines for government assistance programs.  Register here: Click Here

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2015, 2016 & 2017 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.


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