We are upfront about our process and the cost of doing business (no kick backs, no hidden commissions) and we provide reviews of existing insurance policies at no cost to our clients. We have done our due diligence to ensure our cost of doing business is both competitive across the industry and easy to understand.
Personalized & Modernized Approach.
We strive to provide the highest level of service and do so by facilitating open, candid conversations about what is most important to you. We create tailored plans that incorporate financial concerns that disproportionately impact women such as longevity planning in retirement, balancing the financial responsibilities that come with caregiving for aging parents with your own financial goals, navigating work re-entry after childbirth, or managing life transitions such as gray divorce or the death of a partner. You can meet with us virtually or by phone from wherever is most comfortable for you. We look at your entire financial picture and help you clarify, define and prioritize your goals, then give you actionable advice you can implement now from the safety and convenience of your own home. You can easily schedule consultations using our online scheduler or send a message with your questions and we will be in touch.
Socially Conscious Investing.
Being socially conscious doesn’t just mean excluding certain things from your portfolio. It means investing where you want to make an impact. We diligently research investments to create plans centered on what you value most.
deMAURIAC puts clients first. Your satisfaction is backed by a guarantee. If for any reason you're not completely satisfied, we'll refund your fee and work with you to make things right.
We'll refund the previous quarter's program fee for the following advisory services:
- Private Wealth Management
- New Harbor Impact Portfolios
The guarantee does not apply to operating expenses charged by mutual funds and ETFs, or interest paid on margin loans. This guarantee also does not protect against any market fluctuations or risk within your investment accounts.
If you have questions on whether the satisfaction guarantee applies to any particular fee, please call 504-358-0433 for assistance.
Your request must be received no later than the next calendar quarter after the fee was charged.
Funds will be credited to the account charged in approximately four weeks of a valid request.
Create an investment plan to achieve your goals.
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.