Differentiated Technology + the Investment Universe

INTRODUCTORY CALL

Our short introductory call lets us get to know your basic concerns, and why you’re looking for a financial advisor. Our main focus is getting to know you, but we’ll share about who we are too.

DISCOVERY MEETING

We’ll have an open, honest, and vulnerable conversation where we get to know what makes your finances tick. We’ll get to the root of your financial situation so we can build a financial plan that aligns with what you truly need.

REVIEW THE PLAN

After we’ve developed an initial financial plan for you, we’ll meet to review the plan together in depth. We’ll explore the best-case and worst-case scenarios, risk profiles, and what it means to stick with the plan.

THINK ABOUT IT

Before making a final decision, take some time to think about whether this is the right fit for your life. Talk it over with trusted friends and family. We want you to be confident in your decision to work with us, so take all the time you need!

WORKING WITH CESTIA

If you’ve weighed your options and chosen us, we’re happy to welcome you to the Cestia Wealth Management family! You’ll need to review and sign some paperwork to make it official. From here, you’ll receive regular communication regarding your portfolio including: Quarterly calls to stay engaged and informed, Annual reviews, Weekly firm email blasts (market updates, behavioral finance, etc.)

A technology stack that adds holistic simplicity, instead of complexity.

Differentiated technology has created substantial value in the relationship chain between the financial advisor and the client. We provide a consolidated view of your financial assets and incorporate the intangible goals and market capital assumptions to provide you with a tangible outlook on your wealth strategy.

Estate Maps provide visual context and transparency.

For some clients, asset accumulation equals complication. We solve for this problem by de-cluttering the estate map and constructing a visual story board of all financial instruments. This graphical approach simplifies the process of understanding estate strategy priorities, and uncovers the gaps which require a solution.

A systemized communication schedule and digitized engagement process provides client confidence.

Our firm deploys interactive technology in order to maintain a systemized approach to financial plans, annual reviews and project deliverables. Incorporating the latest fintech technology does not replace human interaction, rather it makes more space for meaningful connections by managing the nuts and bolts of the advisory relationship.

Tax Planning Strategy made comprehensible.

Our team’s capacity to analyze the current tax structure and provide scenario analysis are enriching. We use this capability to deepen the relationship with your tax professional and evenly round-out missed opportunities.

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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