The founders are two experienced investment professionals starting a boutique wealth management firm. We have an outstanding record (including last year) and will be providing a holistic approach to wealth management featuring integrated financial, estate and philanthropic planning.
We will be fee only, including in matters regarding insurance, freeing us from any conflicts of interest due to commissions and other forms of compensation. We sit on the same side of the table as our clients.
We are located in the Baton Rouge, LA metropolitan area, in the historic community of St. Francisville. Our office is located on the Bluff above Thompson Creek.
We think our location provides an extensive palette from which to draw on in creating our logo and then associated design elements. The areas rich history, beautiful locations, relationship with James Audubon and slow pace of life lend an atmosphere of stability and presence which will resonate with our potential clients in a time of instability and turmoil.
Our Vision: The client always comes first, continue to provide a comprehensive approach to wealth management and provide returns in line with our clients objectives regardless of how the financial markets and the economy are doing.