We provide wealth services and small business financial consulting to more than 1,000 clients, including individuals in Louisiana, where we are headquartered, and across the United States. Our primary focus is on serving high net worth individuals who are owners of closely-held business and their families.
The value of assets held by our clients range from less than $100,000 to more than $15 million. To meet their needs, we provide small business financial consulting services to address a broad range of wealth planning concerns. Our expertise ranges from such immediate needs as business planning and investments, to longer-range needs for education, insurance, retirement, and legacy planning.
Small Business Financial Consulting for Owners and Their Families
We approach the practice of small business financial consulting holistically, with the goal of helping our clients and their families achieve greater peace of mind. Our focus is on working closely with clients to understand their needs and desires, and then establishing clear, long-term financial goals and a comprehensive plan to reach them. We serve as their financial guides and help them make every financial decision throughout their lives as they work to reach their goals. To learn more, please contact us.