Generational wealth planning in New Orleans, Louisiana

Wealth Planning Law Group is a Louisiana-based institution located in New Orleans, dedicated to helping families protect their wealth from the government, taxes, and creditors. With over 30 years of experience, they offer services in accounting, finance, and legal matters related to estate planning, asset protection, and probate. Led by attorney Todd Villarrubia, who has been recognized with an AV®️ Preeminent rating by Martindale-Hubbell, the firm strives to empower clients to determine the distribution of their assets and minimize taxes on their estate. They specialize in guiding small businesses and individuals through the complexities of estate planning, ensuring a secure financial future and peace of mind for their clients. Contact Wealth Planning Law Group today to protect your legacy and secure your financial future.

Addie Prewitt Law is a trusted institution located in New Orleans, Louisiana, specializing in estate planning and business strategy for professionals in the state. Our digital resource center offers a wealth of educational materials, frameworks, templates, and valuable resources to make estate planning accessible and easy for everyone. Whether you are just starting your estate planning journey or need assistance with specific aspects, our library of articles, guides, courses, and webinars cater to all your needs. You can work at your own pace, download templates, and enroll in tutorials tailored to Louisiana residents. For personalized assistance, you can also opt for 1:1 estate planning services with Addie Prewitt. Take the first step towards securing your estate with our comprehensive estate planning inventory and living will resources. Start your journey to a successful estate plan today with Addie Prewitt Law.

Gulf Point Advisors is a prestigious private wealth investment management firm located at 639 Loyola Avenue in the heart of New Orleans, Louisiana. Specializing in finance, our team of expert advisors provides personalized services tailored to meet the unique financial goals of our clients. With a focus on wealth preservation and growth, we offer comprehensive investment strategies and financial planning to help individuals and families secure their financial future. Trust Gulf Point Advisors to guide you towards financial success and prosperity.

Bavarian Wealth Management Inc is a renowned finance institution located at 650 Poydras Street in the heart of New Orleans, Louisiana, United States. With a team of experienced professionals, they provide personalized wealth management services to help clients achieve their financial goals. From investment advice to retirement planning, Bavarian Wealth Management Inc offers a wide range of financial services tailored to meet the unique needs of each individual. Trustworthy and dedicated, they strive to provide top-notch financial guidance and support to their clients.

Dumaine Investments is a finance institution located at 650 Poydras Street in New Orleans, Louisiana, United States. Specializing in financial planning and wealth management, we prioritize understanding your dreams, aspirations, and the legacy you wish to leave behind. Our experienced team takes a holistic approach to create customized strategies that adapt to your evolving needs, ensuring your financial future is in capable hands. As a trusted name in the industry, we strive to provide you with peace of mind as we work towards your financial goals. Visit us at Dumaine Investments, Suite 1010, for expert financial guidance and support.

Lovell Wealth Management of Raymond James is a premier financial institution located at 909 Poydras Street in the vibrant city of New Orleans, Louisiana. As a trusted name in finance, they provide expert wealth management services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, Lovell Wealth Management offers personalized investment strategies, retirement planning, and comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Lovell Wealth Management of Raymond James is dedicated to helping you build a secure financial future.

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.

UBS Financial Services Inc. in New Orleans, LA is a private wealth management institution located at 201 Settlers Trace Boulevard in Lafayette, Louisiana. As a finance institution, UBS offers a range of services to help individuals and families manage their wealth and investments. With a team of experienced financial advisors, UBS Financial Services Inc. is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, UBS is committed to helping you navigate the complexities of the financial world.

Creative Planning is a top-ranked independent advisory firm located at 3330 West Esplanade Avenue in Metairie, Louisiana. As a finance institution, we specialize in providing comprehensive and customized wealth management services to clients around the world. Our team of wealth managers in the New Orleans Area is dedicated to helping you achieve your financial goals and attain a richer way to wealth. By entrusting us with your personal information, you can rest assured that it will be kept confidential and not shared with any third parties. Contact us today to schedule a free, no-obligation consultation and start your journey towards financial peace of mind.

Merrill Lynch Private Wealth Advisor Travis Bonifacic, located at 601 Poydras Street in New Orleans, Louisiana, is a leading finance institution offering industry-leading research and expert analysis to help clients stay ahead. The Eustis Group, a ten-person team, takes a holistic approach to wealth management, providing the attention of a boutique firm with the resources of a global institution. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service and trust-based relationships. The institution has been recognized by industry publications such as Barron's, Financial Times, and Forbes for their exemplary client service. Clients have access to services reserved for the world's largest institutions, with a goals-based wealth management approach that puts clients at the center of every personalized strategy. The Eustis Group aims to help clients achieve financial freedom and create unique solutions tailored to each client's needs. Merrill Private Wealth Management is dedicated to providing a select group of clients with insights and strategies designed to help them achieve their goals.

Billy Crosby - Regions Wealth Advisor is a finance institution located at 400 Poydras Street, New Orleans, Louisiana, United States. Specializing in personalized financial expertise for affluent individuals, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. Billy Crosby, a Wealth Advisor for Regions Private Wealth Management in New Orleans, focuses on developing a comprehensive financial strategy to meet your goals. The institution can bring together a team of professionals to help maximize the return of your portfolio. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is for educational and general marketing purposes only. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. Appointment Scheduler is provided by Engageware Modal. Please contact us with any questions.

Jeandron Wealth Management is a premier finance institution located at 4016 Canal Street in the vibrant city of New Orleans, Louisiana. Our team of expert financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experienced professionals are here to provide guidance and support every step of the way. Trust Jeandron Wealth Management to help secure your financial future.

Welcome to the practice of Dr. Kim L. Nguyen, MD, located at 1401 Jefferson Hwy, New Orleans, LA 70121. As a dedicated internal medicine specialist affiliated with Ochsner Health, Dr. Nguyen is committed to providing exceptional care to the communities of Louisiana, Mississippi, and the Gulf South. With a focus on preventative medicine, Dr. Nguyen is board-certified in internal medicine and brings a wealth of knowledge and compassion to her practice. Dr. Nguyen is a native of Louisiana, having completed her undergraduate studies at the University of New Orleans and earned her Doctor of Medicine degree from Louisiana State University School of Medicine. Her residency in internal medicine at LSU further solidified her expertise in the field. Dr. Nguyen has experience in both academic medicine and primary care, ensuring a comprehensive approach to her patients' health needs.

Welcome to the practice of Dr. Carl J. Lavie Jr., MD, located at 1514 Jefferson Hwy, New Orleans, LA 70121. As a distinguished physician within the esteemed Ochsner Health system, Dr. Lavie is committed to delivering exceptional healthcare to the communities of Louisiana and the Gulf South. With a foundational mission to Serve, Heal, Lead, Educate, and Innovate, Ochsner Health is dedicated to making a lasting impact on the health and wellness of its patients. Dr. Lavie brings a wealth of expertise in internal medicine and cardiovascular care, having trained at prestigious institutions such as the LSU Health Sciences Center and the Mayo Clinic. Patients consistently praise Dr. Lavie for his thorough and compassionate approach, highlighting his attentiveness and promptness in communication and test results.

Welcome to the practice of Dr. Matthew J. Giefer, MD, located at 1315 Jefferson Hwy, New Orleans, LA 70121. As a distinguished member of Ochsner Health, Dr. Giefer is dedicated to delivering exceptional healthcare services to the communities of Louisiana, Mississippi, and the Gulf South. Specializing in pediatric gastroenterology, Dr. Giefer brings a wealth of knowledge and compassionate care to his patients, ensuring a thorough and patient-centered approach to medical treatment. Dr. Giefer's impressive educational background includes degrees from Loyola University Chicago Stritch School of Medicine, University of Vermont College of Medicine, and specialized training at the University of Washington School of Medicine in both therapeutic endoscopy and pediatric gastroenterology. His commitment to excellence is evident through the glowing patient testimonials that highlight his attentive, thorough, and empathetic care.

Welcome to the practice of Dr. Robin C. Davis, MD, located at 1514 Jefferson Hwy, 7th Floor, New Orleans, LA 70121. As part of the esteemed Ochsner Health system, Dr. Davis is dedicated to providing exceptional neurological care to the communities of Louisiana and the Gulf South. With a mission to Serve, Heal, Lead, Educate, and Innovate, Ochsner Health stands as the largest academic medical center in Louisiana, committed to advancing healthcare through integrated research and education. Dr. Robin Davis, a board-certified neurologist with specialized training in epilepsy, brings a wealth of knowledge and a compassionate approach to patient care. A native of South Louisiana, Dr. Davis earned her medical degree from Louisiana State University School of Medicine in Shreveport and completed her neurology residency and epilepsy fellowship at the University of North Carolina-Chapel Hill, where she also served as chief resident.

Kim Starr Wise Floral Events is a premier florist and store located at 437 Philip Street in New Orleans, Louisiana. Specializing in custom wedding flowers and floral designs, Kim Starr Wise and her team also offer exquisite event, private party, and corporate event floral design services. With a focus on incorporating distinctive design, color, texture, and style, they use elements of the old, the odd, and the extraordinary to create truly memorable events in New Orleans and the Gulf South region. As a third-generation floral designer with over two decades of experience, Kim Starr Wise brings a wealth of knowledge and expertise to every project. Following in the footsteps of her family of floral and landscape designers, she has established herself as a leading figure in the industry. Whether it's a lavish wedding or a laid-back summer dinner party, Kim and her team strive to create breathtaking environments filled with exceptional beauty and detail. Visit Kim Starr Wise Floral Events for all your floral design needs and experience the magic of their creations.

Pearson & Mitchell LLC is a reputable finance institution located at 4480 General De Gaulle Drive in New Orleans, Louisiana, United States. With a team of experienced financial experts, they offer a wide range of services including investment management, financial planning, and retirement solutions. Clients can trust Pearson & Mitchell LLC to provide personalized and strategic financial advice to help them achieve their goals and secure their financial future.

Edward Jones - Financial Advisor: Gabriel M Nehrbass, CFP®|CEPA®|AAMS™ is a reputable financial institution located at 6115 Magazine Street in New Orleans, Louisiana. With a focus on providing personalized financial planning services, Gabriel M Nehrbass, a Certified Financial Planner, Certified Exit Planning Advisor, and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Dricka M Carter is a finance institution located at 7313 Downman Road in New Orleans, Louisiana, United States. Led by Wealth Development Mogul Dricka M Carter, this institution offers expert guidance and support for entrepreneurs looking to grow their businesses and create generational wealth. With over a decade of experience as a serial CEO, Dricka M Carter helps individuals develop personally and professionally, understand business finances, and expand their companies. If you are looking to take your business to the next level and secure a prosperous future, Dricka M Carter is the place to turn to.

3Generations Express Tax LLC is a reputable accounting and finance institution located at 200 South Broad Street in the vibrant city of New Orleans, Louisiana, United States. With a focus on providing top-notch tax services, this institution prides itself on its expertise and professionalism in helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you are looking for assistance with tax preparation, planning, or filing, 3Generations Express Tax LLC is dedicated to providing efficient and effective solutions tailored to meet your specific needs. Trustworthy and reliable, this institution is committed to delivering exceptional service to clients across generations.

Timesha Abdel Raoof Life Insurance Agent is a reputable insurance agency located at 4640 South Carrollton Avenue in New Orleans, Louisiana. Specializing in life insurance, Timesha Abdel Raoof provides personalized and comprehensive coverage options to meet the individual needs of each client. With a commitment to exceptional customer service and a strong focus on financial security, Timesha Abdel Raoof Life Insurance Agent is dedicated to helping clients protect their loved ones and plan for the future. Contact them today for expert guidance and peace of mind.

Beacon Pointe Advisors is a finance institution located at 3000 21st Street in Metairie, Louisiana, United States. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in New Orleans, LA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of investment advisors and financial planners focus on providing full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth planning.

Stokes Family Office, LLC is a premier finance institution located at 1100 Poydras Street in the vibrant city of New Orleans, Louisiana, United States. Specializing in providing comprehensive financial services to high-net-worth families, the firm offers personalized wealth management solutions tailored to meet the unique needs and goals of each client. With a team of experienced professionals and a commitment to excellence, Stokes Family Office, LLC is dedicated to helping families preserve and grow their wealth for generations to come.

Equitas Capital Advisors LLC is a finance institution located at 365 Canal Street in New Orleans, Louisiana, United States. With a strong reputation for providing expert financial advice and investment management services, Equitas Capital Advisors LLC is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, the experienced team at Equitas Capital Advisors LLC is committed to providing personalized solutions tailored to your needs. Trust in Equitas Capital Advisors LLC to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Blaine Mitchell is a reputable finance institution located at 601 Poydras Street in New Orleans, Louisiana, United States. With a focus on providing expert financial advice and services, Blaine Mitchell and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Blaine Mitchell offers personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.

Deane Retirement Strategies, Inc. is a finance institution located at 1100 Poydras Street in the vibrant city of New Orleans, Louisiana, United States. Specializing in retirement planning and investment strategies, our team of experienced professionals is dedicated to helping individuals and families secure their financial futures. With a focus on personalized service and tailored solutions, we strive to provide our clients with peace of mind as they navigate the complexities of retirement planning. Trust Deane Retirement Strategies, Inc. to guide you towards a secure and prosperous retirement.

Merrill Lynch Financial Advisor Prentice Fuselier is a finance institution located at 601 Poydras Street, New Orleans, Louisiana, United States. The team at Merrill Lynch works closely with clients to help them achieve their life priorities and financial goals. Whether it's home, health, work, giving, or retirement, the team listens to clients' questions, concerns, and dreams to provide personalized financial advice and guidance. The Fuselier Team believes in taking a goals-based approach to financial planning, understanding each client's unique needs and priorities. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on clients' goals. With access to global resources and experienced advisors, Merrill Lynch aims to build strong client relationships based on trust and personalized service. The team helps clients navigate changes in their life and the financial markets, ensuring they stay on track to achieve their goals. By getting to know clients personally, Merrill Lynch Wealth Management Advisors create customized investment approaches to address their needs and pursue their goals. With a focus on the client's financial situation and what matters most to them, Merrill Lynch Financial Advisor Prentice Fuselier is dedicated to helping clients live their best financial life.

TruWealth Advisors, LLC is a finance institution located at 701 Poydras Street in New Orleans, Louisiana, United States. Committed to accessibility, TruWealth Advisors ensures that its website, twadvisor.com, is compliant with Web Content Accessibility Guidelines. Specializing in estate planning, financial planning, and charitable giving, TruWealth Advisors offers personalized services to help clients secure their financial future. Led by experienced professionals like Charles Simmons, Cory Faucheux, and Chris Hitzman, the team at TruWealth Advisors is dedicated to helping clients achieve their financial goals. Whether it's retirement planning, asset management, or wealth preservation, TruWealth Advisors provides tailored solutions to meet each client's unique needs. With a focus on integrity and community service, the team at TruWealth Advisors is committed to helping clients navigate the complexities of financial planning with confidence and peace of mind.

Primerica Financial Services is a renowned finance institution located at 4747 Earhart Boulevard in New Orleans, Louisiana, United States. With a strong reputation for providing comprehensive financial services, Primerica helps individuals and families achieve their financial goals through a variety of products and services. From insurance and investments to retirement planning and debt management, Primerica offers personalized solutions to meet the unique needs of each client. With a team of experienced financial professionals, Primerica is dedicated to helping clients secure their financial future and build wealth for generations to come.