Celaya Wealth Management is an independent Registered Investment Advisory firm based in Coral Gables, Florida. We offer financial planning and investment management services under our comprehensive wealth management plan (CWealth).
“Our mission is to give clients financial peace of mind”
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Choosing the right financial advisor is a crucial step for securing financial peace of mind. A client's trust is sacred, and our firm understands that it's not something that is merely given but rather earned each step of the way.
Celaya Wealth Management was created for two main reasons that we noticed have not been emphasized in the financial industry.
1- To create a layer of protection in your investment portfolio that can offer a hedge during a large market downturn
2- To create a pricing model that finally makes financial planning services by a Certified Financial Planner affordable
Those two steps along with a firm that emphasizes personal service and is independent of any 3rd party conflict create a unique approach that allows you to achieve your goals on your terms and not when the market dictates.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 2222 Ponce De Leon Blvd, 3rd Floor,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.celayawealth.com
- Keywords
- Wealth Management, Financial Planning, Investment Management, Insurance Planning, Tax Planning, Retirement Planning, Estaten Planning.
- HQ
- Coral Gables, Florida
Celaya Wealth Management Questions
Celaya Wealth Management's website is http://www.celayawealth.com
Celaya Wealth Management's LinkedIn profile is https://www.linkedin.com/company/celaya-wealth-management
Celaya Wealth Management has
4 employees.
View email and phone details for 4
employees at Celaya Wealth Management.
Celaya Wealth Management's industry is
Financial Services
Celaya Wealth Management's top competitors are
Jefferies,
Zenith Point Wealth Management,
Steckler Wealth Management Group,
Oppenheimer & Co. Inc.,
Pembroke Pines Chamber Of Commerce,
Palm Beach Posh Events,
Santin Wealth Management,
Manna Wealth Management,
Rm Private Wealth Management,
Horn Eichenwald Investments Corp.
Celaya Wealth Management's categories are Financial Services
Celaya Wealth Management's founding year is 2014
