Dedicated to managing wealth wisely FOR INDIVIDUALS AND INSTITUTIONS

We have always prescribed to the thinking that a more disciplined investment approach can create a greater potential for pursuing financial goals and investment objectives.

Dedicated to managing trusted assets wisely for individuals, families and both public and private organizations throughout Southeast Louisiana.

We remain fully engaged in serving the Greater New Orleans community and the diverse people who make up the fabric of our vibrant region.

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Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Octave Francis III
Octave J Francis III, MBA, CIMA®, AIF® , CIMA®, AIF®
Managing Director Senior Vice President, Investments
Suzanne Bush
Suzanne Bush
Senior Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
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Information & insight

Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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The benefits of tax-efficient wealth management.
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Tax Planning
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
This significant change could boost your retirement savings as you approach retirement.
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Retirement & Longevity
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Let's have a conversation

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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