Services

Complete Wealth Management

Katella Wealth Management specializes in helping high net worth individuals and families develop sound retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Investments

Common Stock

Bonds

Educational & Traditional IRAs

Roth, SEP& Simple IRAs

Treasury Bills & Notes

Brokerage Accounts

Government Securities

Variable Annuity

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Financial Planning

401(k) Planning

Retirement Plans

Tax Plans

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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