A complete list of active advisors currently associated with Cela Wealth Management

Warmer can help you find a great advisor at Cela Wealth Management or one who fits your needs even better.

Cela Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, trusts, foundations and small businesses, with a practice focused on higher-net-worth households but serving a range of clients. The firm offers standalone or ongoing financial planning and investment supervisory services, and provides planning at no additional charge for household accounts above the firm’s stated threshold. The firm emphasizes a data-driven, weight-of-evidence investment process that combines fundamental and technical analysis and uses a core-and-satellite, strategic asset-allocation approach with low-cost index ETFs as portfolio cores and tactical satellite positions. Portfolios are globally diversified and the firm may employ margin transactions as part of its trading toolkit, alongside long- and short-term purchases and trading strategies. Distinctive features include an affiliation with an in-house law practice: the firm’s principal is a licensed attorney who operates an affiliated law office and certain staff also divide time between advisory and legal work, providing legal services to clients separately from advisory engagements. The firm issues regular quarterly written reports to clients and produces additional reports on request, and it limits direct ownership of crypto-assets while permitting crypto and precious-metal exposure via ETFs—items the brochure highlights as areas of specific risk and policy.

To learn more about the advisors currently working at Cela Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.