Celestial Wealth Management was created in 2009 to address the need for independent, unbiased, comprehensive wealth management strategies for investors. Our advisors 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.

 

 Follow us on


 

 

 

  

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.