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Every month we release a new investment e-newsletter providing valuable insight into today's global economy and financial markets
Striving to Answer the Question, "What Am I Missing?"
Celestial Wealth Management was created in 2009 to address the need for independent, objective, comprehensive wealth management strategies for individual 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.
Koffee Talk Pension Arbitrage and Buyouts
Colin Exelby was recently interviewed by Yamil Berard at Gurufocus.com for a great article about investment strategy. Colin Exelby spent almost a decade at Morgan Stanley before founding his own wealth management firm, Celestial Wealth Management, several years ago. The Maryland-based organization operates as a small boutique financial planning and investment management firm. Exelby likes to “marry” value…Read More
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.