Vision and Mission

Celtic Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus seeking a reputation for excellence in the financial services industry. As financial professionals, we are dedicated to acting ethically and responsibly to create financial stability for our clients.

Our Vision

Our vision is to earn the trust and respect of our clients by providing them with professional knowledge, independent advice and exceptional service. 

Our Mission

To be committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.  We endeavor to know and understand your financial situation and provide you with only quality information, services, and products to help you reach your goals.

Commitment to Our Clients

1.  To be committed to our mission

2.  To set reasonable expectations then strive to surpass them

3.  To always do what is in the best interest of our clients

4.  To acknowledge a mistake and solve it immediately

5.  To be proactive when we see an opportunity to help our clients

6.  To take time to educate our clients

7.  To be proud of our work but never satisfied