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Private Wealth Management New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Private Wealth Management

Seeks to restore your time to pursue what matters most to you.

We bring together the resources you need at each stage of your life with financial independence modeling, customized tax-efficient investment portfolio implementation, asset protection, and comprehensive financial planning. We work in collaboration with your team of estate and tax professionals.

What's included?

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A young Asian woman with rhinestones on her face looks at the camera while holding her hands to her head. New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Your Financial Advocate

CFP® on demand.

Helping you tackle financial goal setting, budgeting & saving, debt repayment, understanding investments and making sense of retirement account options.  

This program is designed to offer fiduciary advice and financial literacy, however, you will be responsible for managing your own investment accounts, placing trades and implementing your plan.

What's included?

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Hourly/ Project-based Consulting New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Hourly/Project-Based Consulting

Helping you tackle a specific goal or project.  

This program is designed to offer fiduciary advice for one specific goal, however, you will be responsible for managing your own investment accounts, placing trades and implementing your plan upon the completion of our time together.

What's included?

Learn More ➝


Contact for a complimentary initial discovery call!

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Contact for a Complimentary Initial Discovery Call New Orleans, LA deMAURIAC Financial Consulting & Wealth Management