We are a wealth management firm specializing in financial planning. At Celtic Capital, we can help protect your future by providing an array of legal services, including arbitration, mediation, legal compliance, contracts and estate planning through wills and trusts. Is it fair that many Americans must lose their stable financial future because Congress forces these taxpayers into poverty?
We offer customized investment solutions at a reasonable cost. Our fee-based investment management and consulting services provide you with planning options. J.P. Morgan stated, "l don't want a lawyer, to tell me what I cannot do; I hire him to tell me how to do what I want to do." A person who dies without a will has the estate devoured by probate fees.
We offer customized investment solutions at a reasonable cost. Our fee-based investment management and consulting services provide you with planning options. J.P. Morgan stated, "l don't want a lawyer, to tell me what I cannot do; I hire him to tell me how to do what I want to do." A person who dies without a will has the estate devoured by probate fees.
Services
At Celtic Capital Corporation, we offer a wide variety of services to help manage your financial life. We offer financial advisor services for a percentage of assets under management and prepare financial plans for hourly charges. We are actively engaged in businesses other than giving investment advice.
At Celtic Capital Corporation, our experienced investment manager provides a tailored solution to meet the financial planning and investment management needs of individuals, families, their trusts and estates, as well as their family businesses. Based on your defined objectives we strive to provide the best strategies to reach those goals.
At Celtic Capital Corporation, I can handle most transactions and legal situations based on forty years of business and legal experiences. I can appear on your behalf in court on family law cases and other matters of civil litigation. I draft standard forms and letters on behalf of my clients tailored to their specific situations.
At Celtic Capital Corporation, we are able to serve as both an arbitrator or a mediator, if needed. Both arbitration and mediation are forms of alternate dispute resolution, but satisfy different purposes and serve different roles. In arbitration, the parties to a dispute refer this legal conflict to be arbitrated by one or more arbitrators, and agree to be bound by the decision reached.
Collaborative divorce is when spouses are able to come to an acceptable agreement regarding the dissolution of their marriage with some professional help. This is not the high conflict situation where each spouse hires an expensive attorney to fight it out in court. We believe that the high conflict situations are best avoided in most situations as they are lengthy, stressful, and extremely expensive.
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