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, 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 Pension Arbitrage and Buyouts

New Koffee Talk Video Released

May 24, 2017

Do you have a pension?  Does someone you know have a pension?  We just released our new Koffee Talk Video about pension buyouts and pension arbitrage.  Click here to watch.

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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.