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

Private Wealth Management

Restoring your time to pursue what matters most to you 

Bringing together the resources you need at each stage of your life with customized, tax-efficient, investment portfolio implementation, management and comprehensive financial planning, while working in collaboration with your team of estate and tax professionals.

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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

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

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

Financial literacy focus groups

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Explore benefits of certified financial planning now. 

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