Wealth Management

Money Management:

When managing your investment portfolios and accounts we make sure they are run in a way that aligns with your goals and objectives and deal with the day-to-day tasks.

- Individually Managed Accounts (IMAs)

- Separately Managed Accounts (SMAs)

 

Estate Planning Strategies: 

At Celtic Wealth we want to ensure a stress-free, seamless process. This is especially true when it comes to helping you plan for your future and your family's inheritance. 

- Wills

- Beneficiaries, Account Policies

- Trusts

- Roth Accounts

- Gifting, Donations

 

Charitable Giving Solutions:

- Identify the Right Charities, for small businesses and individuals

- Tax Deductions, Eligible Donations

 

Legacy Planning Strategies: 

Helping to ensure your financial success is shared with your family, friends and the charitable organizations you designate.

- Non-Monetary considerations to document and communicate to loved ones.

- Transferring Assets

- Provide Guidance for a Personalized, Successful Plan

 

Investment Portfolio Analysis:

Our team is vested to minimize your risk. To get you to your full financial potential, we will create a diversified investment portfolio.

- Market Valuation

- Risk and Return

- Technical Analysis