Cestia Wealth Management

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Baton Rouge
CRD Number
Website cestiawealth.com
Client types

Overview

Cestia Wealth Management's goal is to help investors accumulate, maintain, enjoy, and pass on wealth. Burt and his team have been in the investment business for over 18 years, helping people establish, reach, and enjoy life goals they create. By understanding what is important to clients—and using established, proven processes—they tailor strategies for each client, helping them reach individualized goals. The firm believes clients need tailored solutions to achieve personal goals. High-quality investments coupled with superior service make this experience enjoyable and lasting. They enjoy partnering with clients for the long term and building relationships that last generations. Partnering over time, they adapt to life’s changes and adjust the strategies to ensure goals are met.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cestia Wealth Management

Platform Details

Investment Preferences

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