Celaya Wealth Management

Celaya Wealth Management is a registered investment and wealth advisory firm offering financial planning, wealth management and investment management. The firm describes its approach as technology driven, with portfolios customized to each client's risk threshold and designed to provide a buffer against substantial market downturns.

Financial planning serves as the road map for a client's goals, and the firm's wealth management work includes ongoing financial advice and portfolio adjustments as life changes. Contact is by phone or through the website's contact form, with weekday office hours listed on the site. The office is in Suite 300 at 2525 Ponce de Leon Blvd in Coral Gables.