OUR MISSION STATEMENT:
We support serious investors, seeking advice and counsel, to reach their personalized life goals through superior service coupled with proven processes.
Cestia Wealth Management’s goal is to help investors accumulate, maintain, enjoy and pass on financial security. Burt and his team have been in the investment business for over 18 years, helping people to establish and reach their life goals through tailored financial solutions. By understanding what is important to our clients — and using established, proven processes — we provide individualized strategies that adapt to life’s changes. High quality investments, coupled with superior service, make this experience one of lasting support. We are committed to partnering with clients for the long term and building relationships that last generations.