FAQ

Frequently
Asked Questions

Why is being an independent financial advisor important? + -

Working with an independent financial advisor can open up opportunities you didn’t have before. With a typical corporate financial advisor, you’re restricted to recommendations that may include the investment and financial products offered by that company. At Cestia Wealth Management, we put your needs and best interests at the forefront by recommending the high-quality investment options that make the most sense for your situation.

Do you consider the tax implications of my investments? + -

Yes. When choosing the investments to help you pursue your long-term goals, we also hone in on how those investments could impact your tax liability. We weigh the opportunity cost of those options to choose the investments best suited for your portfolio.

How does holistic wealth management incorporate assets that are not under your management? + -

Holistic financial planning encompasses a 360-degree view of your life and goals. Through collaborative technology, our firm has the ability to have a compete view all your assets into a single platform. This comprehensive approach enables our advisors to actively provide advice and make recommendations on real-time performance and risks, regardless of if the assets are under management.

What makes you different from other financial advisors? + -

Cestia Wealth Management sets itself apart through our detailed financial planning process that gets to the root of your concerns. We assess your financial standing much like reading the rings of a tree to identify your potential risks, goals, and challenges. We also make ourselves available to our clients. If there’s anything you have questions about, we’re happy to answer.

Can’t I just do this myself? + -

There are plenty of projects you could DIY, but something as important as your financial future shouldn’t be one of them. The advice you could find online or through a robo-advisor is generalized and does little to address your individual situation. You would also miss out on the specialized tools your financial advisor uses to test strategies, monitor progress, and adapt your plan to real-life scenarios. Lastly, there’s the time commitment of managing this process yourself. By trusting the professionals at Cestia Wealth Management, we can help you optimize the plan for your financial future and give you new insights into your wealth.

Ready to gain control of your finances?

Take the first step toward your financial goals by scheduling your introductory call today.

CESTIA WEALTH MANAGEMENT

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.

NewEdge Advisors, LLC (%u201CNewEdge Advisors%u201D) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

REGULATORY DISCLOSURES

CONTACT US

223 East Main St.

New Iberia, LA  70560

(337) 608-9068

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