Insight into the individuals we serve

Many of our clients are lifelong family friends or business associates that are the fabric of our city. They include physicians, attorneys, business owners, and self-employed and retired professionals, including past mayors. They are local people who love their city and enjoy all that New Orleans has to offer. Given the tight-knit community we live in, we often run into our clients after hours and on weekends at local events and festivities.

While our clients are smart, successful people, they wisely realize that portfolio and wealth management is not their area of expertise, and have neither the knowledge nor inclination to manage these essential financial matters on their own. They would prefer to spend their time doing other things, including spending time with family, rather than managing their assets.

They see the value in working with an experienced team who will help them make good financial decisions. We consider it a privilege to serve them and do not take our responsibilities lightly.