Celtic Wealth Management GroupĀ hasĀ been serving individual investors and small businesses with their financial planning, retirement, investment and insurance needs since 1987.

Financial planning consists of more than just investments. From wealth management to tax & estate planning, Celtic Wealth Management Group is your comprehensive resource for growing and preserving your hard-earned assets.

Our team of CPAs, estate planning attorneys, and financial advisors are committed to helping you achieve financial clarity and independence now and for years to come.