General Info

At Celtic Wealth Management Group, we believe in providing financial planning that empowers our clients to make educated financial decisions. After understanding your unique needs and goals, we provide you with the knowledge and guidance to choose a path that works best for you. Our ultimate goal is to be your lifetime advocate. We don't just look at what will give you the best return today, we look at the whole picture throughout each phase of your life. We provide independent financial planning, custom plans and solutions, along with exceptional personal service. We also offer tax and estate planning through an independent Certified Public Accountant and Estate Planning Attorney. From accumulation through retirement income, we deliver on our promise that you will always be taken care of. You work hard for your money and you should never have to worry about outliving your savings. By working with Celtic Wealth Management, you can retire with the confidence of knowing that your income will last as long as you do.