Colin Exelby Regularly Contributes To…

If You’ve Felt These Frustrations-
You’re Not Alone

You can break free of these frustrations.

Colin B. Exelby, CFP® President

“I have found that the more successful business owners become, the more their personal finances take a back seat toward managing the business. It becomes really hard to keep juggling all your roles and properly manage your personal financial situation. That is where an experienced financial advisor can add value.”

Financial Success
Is More Than Just
Making Money

Many of the business owners we work with have been in your
shoes. They came to us knowing how to generate money, but many
had never learned how to keep it, control it, and grow it. They grew frustrated with the “old formula,” so we decided to fix it.

Our industry is often confusing to the public. Between the jargon
and the financial anxiety, a CERTIFIED FINANCIAL PLANNER™ professional’s value can get lost in the noise. I want to help you
grow your wealth while simplifying your complex financial life.

How A Financial Guide
Can Help

It’s well known that humans don’t like change. It’s much easier to put our heads down and keep doing what we’ve always done.

As Albert Einstein said, “Insanity is doing the same thing over and over and expecting different results.”

In our opinion, anyone can manage their personal finances if they have three things:

But many people don’t have all three. That’s where an experienced financial guide can help.

Celestial Wealth Management
Is Your Financial Solution

We will work with you to create a step-by-step
financial plan and investment strategy.

Celestial Wealth Management is a registered investment
advisor. As a fiduciary, our goal is to be as transparent as
possible while putting your interests first.

To take the next steps and learn more, click the button.

Our Process

The 7-Step Path Toward Prosperity

Structuring Your Business to Maximize its Benefits

Analyze your business structure to maximize your tax benefits and keep you legally protected.

01

02

Supercharging Your Cash Flow

Pay yourself first, plug the cash-flow leaks, and install automation to create your personal cash flow machine.

Using OPM Efficiently

Analyze your current debt structure to minimize interest costs, maximize cash flow, and use debt efficiently to grow your business and wealth over time.

03

04

Protecting Your Dreams from the Unknown

Analyze current and future risks that could derail your business or your family wealth creation.

Using the Tax Code’s
Hidden Benefits

Use the tax code to your advantage. Analyze strategies to help you keep more revenue, income and investment gains after-taxes. It’s not how much you make, it’s how much you keep.

05

06

Leaving a Lasting Legacy

Create strategies to efficiently transfer ownership of your business and financial assets to those you care for.

Optimizing an Evidence-Based Investment Strategy

Determine your risk tolerance versus your risk capacity. Create a stable investment pyramid and reduce risk by installing investment rules and low-cost, tax-efficient strategies.

07

Case Studies

THE ISSUE:
Trevor and Kathryn want to live for today while accumulating wealth and income streams so they can retire in their late 50s/early 60s. They want to build a legacy for their children and grandchildren. They are self-made but are both expecting modest inheritances from their parents. Trevor and Kathryn are looking to partner with someone who would help them craft a plan to achieve their goals and keep them accountable.

THE SOLUTION:
Trevor and Kathryn collaborated with Celestial Wealth Management, their CPA, and attorney to optimize the cash flow of their business and personal finances to capture money that was leaking out of their net worth.

THE ISSUE:
It was important to Scott and Angie to have a trusted partner who knew their situation well. They didn’t want a cookie-cutter approach. It was also important that the advisor they chose was experienced but not looking to retire soon. They didn’t want their advisor retiring at the same time they were. They were looking for a partner that would guide them and allow them to live their retirement without the stress of managing all aspects of their finances.

THE SOLUTION:
Scott and Angie collaborated with Celestial Wealth Management and:

THE ISSUE:
It was important to Joe and Kendall to find someone with the CERTIFIED FINANCIAL PLANNER™ professional designation so that they knew the advisor would put their interests first and was well versed in all aspects of financial planning and investment management. Additionally, they wanted an advisor who wasn’t on the cusp of retirement who could help them grow their wealth along the way. Lastly, they wanted someone who understood the challenges business owners faced and could help them navigate their financial world.

THE SOLUTION:
Joe and Kendall collaborated with Celestial Wealth Management and:

*Please Note: The above Case Studies are hypothetical-not involving
an actual Celestial Wealth Management Client.

Why Choose Us?

Our goal is to help our clients transform
their financial lives.

About Colin

Colin B. Exelby, CFP® is the founder of Celestial
Wealth Management. He writes the personal finance blog See The Forest Through the Trees. Mr. Exelby
has been helping clients build their Yellow Brick Road toward financial freedom for over 20 years.

*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, 2016, 2017, 2018, 2019, 2020 and 2021 Five Star Wealth Managers.

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The Path Toward Prosperity

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Privacy Policy

WHAT DOES CELESTIAL WEALTH MANAGEMENT, LLC
DO WITH YOUR PERSONAL INFORMATION?

Collection of your personal information

Celestial Wealth Management has adopted this privacy policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

Through this policy and its underlying procedures, Celestial Wealth Management attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of current and former clients’ records and information. We want you to know what information we collect and how we use and safeguard that information.


Information We Collect:

We collect certain nonpublic information about you (“Customer Information”). The
essential purpose for collecting Customer Information is to allow us to provide advisory services to you. The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Identifying information such as your name, age, address, and social security number
  • Information that you provide on applications, forms, and software. This customer information may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition and assets, together with information concerning employee benefits and retirement plan interests, wills, trusts, mortgages and tax returns.
  • Financial account balances, holdings and Information about your financial transactions with us, or others (e.g., broker-dealers, clearing firms, or other chosen investment sponsors).
  • Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.

 

How does Celestial Wealth Management protect my personal information?

We restrict access to your nonpublic personal information to those employees who need to know that information to provide products or services in furtherance of the client’s engagement with Celestial Wealth Management. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.

 

How does Celestial Wealth Management collect my personal information?

We collect your personal information, for example when you

  • Sign an investment or financial planning advisory agreement
  • Open an Account
  • Request financial planning or investment advice
  • Tell us about your investment portfolio

What information can Celestial Wealth Management Disclose to affiliates and non-affiliates?

We may disclose the client’s information for our everyday business purposes:

  1. To individuals or entities not affiliated with Celestial Wealth Management, including the client’s other professional advisors and/or certain service providers that may be recommended or engaged by Celestial Wealth Management in furtherance of the client’s engagement with us (i.e., attorney, accountant, insurance agent broker-dealer, investment adviser, account custodian, record keeper, proxy management service provider, etc.) and then only to those persons necessary to provide the authorized services
  2. For marketing and offering products and services to you
  3. To persons assessing our compliance with industry standards (e.g., professional licensing authorities, consultants, etc.)
  4. To our attorneys, accountants, and auditors
  5. As otherwise provided by law

We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. Celestial Wealth Management only authorizes employees who have signed a copy of the Privacy Policy to have access to client information. Employees violating Celestial Wealth Management’s Privacy Policy will be subject to our disciplinary process. In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements.

 

If you have questions about this privacy notice or about the privacy of your customer information call (443) 438-7211 or visit http://www.celestialwm.com and ask to speak to the Chief Compliance Officer

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