CELA Wealth Management

CELA Wealth Management is a fee-only, fiduciary registered investment adviser firm offering investment management, financial planning and estate planning. Its portfolios are globally diversified and tailored to each client's risk profile, and its financial plans cover goals such as retirement and college savings. Estate planning work focuses on reducing taxes and transferring assets to family, coordinated with legal and tax professionals.

CELA's founder, Ana Cela Harris, is a former estate-planning attorney, and the firm is fluent in Spanish as well as English. Prospective clients can start with a no-cost discovery call or send a note through the website, with replies promised within one business day. The office is on the 22nd floor of Town Center One in the Dadeland area of Miami, and visitors are asked to check in with the receptionist there.