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Purpose-Driven Financial Planning For Families Like Yours

Who We Serve

Who We Serve

Our purpose-driven financial planning and wealth management practice focuses on those who are seeking pro-family, pro-traditional values wealth management strategies that go beyond traditional measures of wealth. We strive to help those who wish to incorporate the concept of a meaningful and purposeful life into the financial decision-making process by helping them to invest responsibly without fundamentally sacrificing their values.


Speak to a Dedicated Financial Advisor

If you’re ready to work with a financial professional, let’s sit down to talk.

Michael Weiser

Financial Advisor/Owner

928-597-1978

951-489-0277

michael.weiser@ceterawealth.com

Before I became a Financial Advisor in 2008, I had been pastoring churches for over 25 years. I continued that "bi-vocational" route until finally retiring from ministry in 2020. Since that time, I have been a full-time Financial...

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Investors need more than retirement planning. We can help you…

Client Centered
  • Get educated and get started on your investment journey.

  • Protect your family and finances at every stage of life.

  • Work with a professional financial advisor to develop a plan as unique as you are.

  • Get the advice you need for personal or professional change.

Our Services

Specializing in purpose-driven stewardship investment strategies.

Investment Screening

Investment Screening

Invest according to your values. 

Investing according to your values involves aligning your financial decisions with principles that matter to you.

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Financial Education

Financial Education

Learn about pro-family, pro-traditional values wealth management.

Financial education is crucial in empowering individuals to make informed decisions, manage resources wisely, and navigate the complexities of the financial world, ultimately fostering economic stability and personal well-being.

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Family Stewardship

Family Stewardship

Take care of your family now and into the future.

Securing life insurance and implementing effective risk management strategies not only provides financial protection but also ensures the well-being of your family by offering a stable foundation in the face of unforeseen circumstances.

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Wealth Management

Wealth Management

Wealth-building consultation and management.

The purpose of building wealth is to attain financial security, freedom, and the ability to pursue one's goals and aspirations, providing a foundation for a more comfortable and fulfilling life.


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Estate Strategy

Estate Strategy

Planning for every phase of life.

Estate planning is crucial as it ensures the orderly and efficient distribution of assets, minimizes potential family conflicts, and provides comfort by allowing individuals to dictate their wishes regarding their legacy and financial affairs.

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Retirement Planning

Retirement Planning

Create your retirement roadmap.

Crafting a comprehensive roadmap for your retirement involves thoughtful planning, financial strategizing, and setting achievable milestones to ensure a secure and fulfilling post-career life.

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Schedule a Complimentary Consultation

If you believe you could benefit from working with a professional financial advisor, let’s review your portfolio, career trajectory, and investment goals to see if you’re a good match for our practice.