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 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.
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2015 Award Winner*
According to the WSJ, the average American worker will have multiple job changes during their career, with 7 being the most cited number. It can be easy to leave behind an old 401(k) plan. Bring your old 401(k) “back to the future” via a 401(k) rollover.
*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.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama (AL), Californa (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Illinois (IL), Maryland (MD), Maine (ME), Michigan (MI), New Jersey (NJ), North Carolina (NC), New York (NY), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Texas (TX), and Virginia (VA).