Financial Advice Redefined at Cestia Wealth Management
Cestia Wealth Management is an independent boutique financial services firm. We specialize in fee-based financial advisory solutions and are based in New Iberia, LA. We assist diligent investors across Louisiana, Texas, Alabama, and Mississippi to implement tailored strategies designed with the goal of enabling them to accumulate, maintain, enjoy, and pass on their wealth.
Wealth Management Philosophy.
We believe that wealth is a verb, not a noun.
Our strength lies in how we approach an understanding of your wealth—a meticulous focus on the granular details of your life balanced by a panoramic understanding of markets and financial planning. Your financial journey resembles the rings of a tree, which begin as a small seed. Each ring tells the story of adversity, good fortune, conquered challenges, and the legacy you plan to leave behind. Throughout changes, challenges, and dreams for the future, the financial advisors at Cestia Wealth Management will be your constant partner in building rings of wealth and pursuing your goals.
NewEdge Recognition
Our Registered Investment Advisor is making waves as a leading national wealth management business.
We
Serve.
Quick investment gains can be exhilarating, but our clients know that building true wealth requires a consistent long-term financial strategy.
Cestia serves successful individuals and families throughout Louisiana, Texas, Alabama, and Mississippi across various lifestyles, including:
- Pre-retirees & Retirees
- Business Owners
- Corporate Executives
- Successful Individuals & Families
- Endowments and Non-profits
Ready to gain control of your finances?
Take the first step toward your financial goals by scheduling your introductory call today.
Process.
Wealth means something different for everyone. Our process is centered upon helping our clients define wealth for themselves. Then we engineer a financial strategy with a mindful approach.
We know firsthand that building rings of wealth can help insulate you from life’s unexpected events while also preparing you for the life you imagine. Our approach is all about making the financial journey personal and tailored to your unique goals.
