From Celaya Wealth Management
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”
What sets us apart:
- We are Fiduciary (always act in the best interest of the client).
- We want to help you accumulate wealth not just manage it. The decisions you make early on have enormous ramifications on your retirement. We want to help along the way.
- We make Financial Planning affordable. You gain access to a client portal and app to see all accounts in one place
- Customize solutions, we are not cookie cutter!!!
- Set up corporate 401k plans
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