Strength Built Over Generations. Confidence for What’s Next.

Strong financial guidance is built on trust.

Lafayette Private Wealth is located at Lafayette Federal Credit Union, who for 90 years has earned the trust of the Washington, DC, community by putting members first and showing up through every stage of life. We share that same commitment. Our personalized financial guidance is thoughtfully aligned with your life and goals. We are dedicated to empowering you through strategic expertise and comprehensive planning that supports your priorities today and the future you are building. It is a relationship grounded in care and carried forward with intention.

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.

Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

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.

Investment Management

As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Get to know Our Team

John Gagliardi
John Gagliardi Sr., CRPCTM
Senior Vice President, Lafayette Private Wealth Wealth Advisor
Mary Gouveia
Mary Gouveia, CRPC™
Financial Advisor
James Pender
James Pender
Financial Advisor
David Plasse
David Plasse
Senior Financial Advisor

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.
People don't care what you know until they know that you care
Theodore Roosevelt

Information & insight

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Estate & Giving
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Retirement & Longevity
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Buying is out. Borrowing is in.
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The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and 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 your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Lafayette Private Wealth and are not insured by any credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Layfayette Federal Credit Union and the Layfayette Private Wealth are separately owned and operated and not independently registered as broker-dealers or investment advisers.

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