Welcome to Wealth Mechanics™: A Financial Planning Blog
Cestia Wealth Management was founded on a simple principle: the guiding values of our firm are bigger than the firm itself. To fulfill this promise we are introducing our next chapter, Wealth Mechanics™, our premier blog designed to guide you through the intricacies of holistic wealth management and financial planning.
We define holistic wealth management as a comprehensive approach to all matters concerning wealth—the intangible realities and the tangible assets of finance culture.
In the investment world, Alpha (α) is a term used to describe an investment strategy’s ability to beat the market, or its “edge.” Alpha is thus also often referred to as “excess return” or the “abnormal rate of return” in relation to a benchmark, when adjusted for risk.
So our objective for Wealth Mechanics™ is simple: to deliver Advice Alpha.™
Why the Need
The financial landscape is increasingly complex. Moreover, the industry has long been known for using a lexicon of language that confuses more than it clarifies. Clarity is important if we are to find alignment and leverage, and leverage is critical for financial planning success.
Wealth Mechanics™ will deliver expert analyses and state-of-the-art strategies that enhance your financial intelligence and decision-making capabilities.
Our mission: By integrating the robust resources and seasoned expertise of our team, Wealth Mechanics™ serves as your gateway to informed and strategic financial planning, ensuring you’re well-equipped to meet and exceed your financial goals.
Looking Ahead
Prepare for future insights on topics such as:
- Roth conversions
- cyber security planning
- cash flow optimization
- Liability optimization
- Education planning
- Legacy planning
- Lifetime Capital Needs
- Curated portfolio construction
- Alternative investment strategies
- Tax-efficient strategies
- Philanthropy planning
- Family Governance
- Facilitation of Private Banking Services
- MAGI and Medicare calculations
- Private market placements
Conclusion
Embrace the opportunity to optimize your financial future by remaining intensely curious. Join Wealth Mechanics™ by subscribing to our newsletter and participating in our community. Let us guide you through the intricate world of wealth management, striving to ensure you’re well-equipped for a prosperous financial future.
- Wealth Mechanics™ is a registered trademark of Cestia Wealth Management. Unauthorized use of the trademark, including but not limited to commercial use, reproduction, or imitation without explicit written permission from Cestia Wealth Management, is strictly prohibited.
- DISCLOSURE: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.
- Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through NewEdge Advisors, LLC dba Cestia Wealth Management, a registered investment advisor and separate entity from LPL Financial.
Cestia Wealth Management employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Cestia Wealth Management; or (2) solely investment adviser representatives of Cestia Wealth Management. Although all personnel operate their businesses under the name Cestia Wealth Management, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
