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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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What is the cost of Private Wealth Management?

We use a simple, straight forward, highly competitive, tiered fee structure with all of our Private Wealth Clients. 

This is what it looks like:

  • Initial discovery/consultation
  • Stress testing (reviewing your investment portfolio's resilience against possible financial situations)
  • On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services & unlimited email support
  • Personal financial management website & client vault for storing important documents
  • An interactive, digital financial plan updated daily
  • Diverse portfolio construction including access to individual stocks, bonds and other fixed income instruments, no-load mutual funds, ETFs, and socially conscious investment solutions
  • Insurance reviews at no expense (we tell you if you're paying too much for the coverage you have by taking a deep dive into your current policies)

What is the cost of doing business? 

Invested Assets Percentage
Up to $500,000 1.0%
$501,000 - $1,000,000 0.9%
$1,000,001 - $2,000,000 0.7%
$2,000,001 and above 0.5%


CONTACT us To Get Started


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 investors 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?

Learn More ➝

Your Financial Advocate: CFP® On Demand

This is what it looks like:

  • Initial discovery/consultation
  • Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services & unlimited email support
  • Personal financial management website & client vault for storing important documents
  • An interactive, digital financial plan  updated daily
  • Insurance reviews at no expense (we tell you if you're paying too much for the coverage you have by taking a deep dive into your current policies)
  • Annual checkin with your CFP® (or as needed with any life transitions you may be going through)
  • For organizations: opportunities for focused group sessions

What is the cost of doing business? 

We use a simple, straight forward, highly competitive, subscription plan with all of our CFP® On Demand Clients. We use a sliding scale, income-based, fee structure for individuals to ensure we can work with clients from all socioeconomic backgrounds. When working with organizations, we base pricing on annual revenue and overall number of employees served in order to create a pricing structure that is both fair and affordable for organizations of all sizes. 


Get Started


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

Financial coaching

Improve your financial wellbeing by addressing how you think, feel, communicate & behave with your money.

Proven strategies to overcome procrastination, eliminate false limiting beliefs, and reduce stress. This program is designed to assist you in aligning your money with what you value most, however, you will be responsible for managing your own investment accounts, placing trades and implementing your plan. 

What's included?

Learn More ➝

  1. Financial coaching

    This is what it looks like:

    • A cognitive behavioral approach to finance with specific areas of focus to help you conquer your biggest money fears, overcome obstacles, change self-sabotaging behavior and reduce overall financial stress 
    • A well-defined process that helps you think, feel, communicate, and behave differently with money to improve financial wellbeing
    • Concierge client services & email support
    • Personal financial management website & client vault for storing important documents
    • For organizations: opportunities for focused group sessions

    WHAT IS THE COST OF DOING BUSINESS? 

    We use a sliding scale, income-based, fee structure for individuals to ensure we can work with clients from all socioeconomic backgrounds. When working with organizations, we base pricing on annual revenue and overall number of employees served in order to create a pricing structure that is both fair and affordable for organizations of all sizes. 

Get Started


questions?

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