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.
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