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Hubbell Strickland Wealth Management
1100 Poydras Street, New Orleans, Louisiana, United States
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About the Hubbell Strickland Wealth Management
Hubbell Strickland Wealth Management is a finance institution located at 1100 Poydras Street, New Orleans, Louisiana, United States. They offer a wide range of services including Investment Planning, Retirement Planning, Estate Planning, Tax Planning, Generational Financial Planning, College Planning, Executive Benefit Review, Business Services, Income Generating Strategies, Cash-Flow Planning, and Risk Management.
The institution prides itself on their expertise, experience, and trust when developing investment strategies for their clients. They are not tied into any outside investment management group, allowing them to suggest investment approaches that are truly appropriate for their clients. Their staff holds various professional designations such as Certified Financial Planner®, Chartered Financial Analyst, attorney, and MBA, providing a strong foundation for their practice.
Hubbell Strickland also specializes in providing investment management services for charitable organizations, with extensive experience in managing assets specific to the unique needs of these organizations. They emphasize collaboration with the organization's current trusted advisors including attorneys, CPAs, and other professionals.
The institution recognizes the importance of simplicity in investing, avoiding complex products that may be driven by commissions or sales competitions. They focus on using traditional building blocks such as stocks, bonds, and cash to create investment plans that have proven successful for investors in the long term.
Hubbell Strickland takes a personalized approach to portfolio management, customizing investment strategies based on each client's existing holdings and financial goals. They prioritize client communication, ensuring that phone calls and emails are promptly returned and that clients have a dedicated point of contact for their financial needs.
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