Joseph Celestino

Joseph Celestino Bio Picture

Joseph Celestino

Financial Advisor
Vice President, Investments

As a seasoned financial advisor, Joe wants to play a crucial role in preparing families for potentially unseen financial circumstances. He seeks to provide his clients perspective, confidence and opportunity as well as inspire them to create an investment road map. While that sounds simple, his guidance can provide great value. Read more >>

Families


A pragmatic approach to wealth management.

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Retirees

Retirees


Nurturing wealth so you can live a longer, better life.

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Sudden Wealth


Confidently manage your new assets with the guidance of our experienced team.

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Women Investors


Understanding the challenges women face and how to help.

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Houston Skyline from Park at Night

The art is not in making money, but in keeping it.

Proverb