About

Life is full of milestones. Starting your career getting married growing your family starting a business and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options offer honest advice and help you navigate life. At Katella Wealth Management we approach your financial picture from a wide-angle lens and build long-term trusted relationships while working to pursue your goals. To us you’re not just a number or one portfolio of many. You're our priority and we have built our firm around helping you succeed.