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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 customized, tax-efficient investment portfolio implementation, management 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

Hourly Billing

This program is designed to offer fiduciary advice and financial literacy billed hourly, 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

Financial literacy group sessions

Enhance well-being by transforming participants' attitudes, emotions, communication, and behaviors associated with their finances.

Effective strategies to conquer procrastination, eliminate false limiting beliefs, and alleviate finance-related stress. 

What's included?

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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