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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.
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.
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.
Scott and Angie collaborated with Celestial Wealth Management and:
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.
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.
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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.
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:
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.
We collect your personal information, for example when you
We may disclose the client’s information for our everyday business purposes:
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