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Private Wealth Management New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Private Wealth Management

Restoring your time to pursue what matters most to you 

Partnering with you to ensure you have the right resources at every stage of life, offering tailored, tax-efficient investment strategies and comprehensive financial planning, including everything from college savings strategies to retirement and trust account management. By working closely with your estate and tax professionals, we help simplify and optimize your financial future, so you can focus on what matters most to you.

What's included?

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What can you expect with Private Wealth Management?

  • Initial discovery/consultation
  • Stress testing (reviewing your investment portfolio's resilience against possible financial situations)
  • On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services & unlimited email support
  • Financial management website & client vault for storing important documents
  • An interactive, digital financial plan updated daily
  • Diverse portfolio construction including access to individual stocks, bonds and other fixed income instruments, no-load mutual funds, ETFs, and socially conscious investment solutions
  • Insurance reviews at no expense (we tell you if you're paying too much for the coverage you have by taking a deep dive into your current policies)

What is the cost of doing business? 

A simple, straight forward, highly competitive, tiered, cost structure 

Invested Assets Percentage
Up to $500,000 1.0%
$501,000 - $1,000,000 0.9%
$1,000,001 - $2,000,000 0.7%
$2,000,001 and above 0.5%


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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

This program is designed to offer fiduciary advice, however, you will be responsible for your own investment accounts, placing trades, and implementing your plan.

What's included?

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Your Financial Advocate

This is what it looks like:

  • Initial discovery/consultation
  • Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services & unlimited email support
  • Financial management website & client vault for storing important documents

WHAT IS THE COST? 

Pricing model is based on an hourly, project-based, or annual subscription rate, considering factors such as task complexity, expertise, and individual nuances. Contact to discuss your specific needs and let us craft a customized solution that aligns with your budget. 

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Hourly/ Project-based Consulting New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Financial literacy focus groups

What's included?

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Financial focus groups

  • A cognitive behavioral approach to finance with specific areas of focus to help conquer money fears, overcome obstacles, change self-sabotaging behavior, and reduce overall financial stress 
  • A well-defined process that helps you think, feel, communicate, and behave differently with money to improve financial wellbeing
  • Concierge client services & email support

WHAT IS THE COST? 

In collaboration with smaller organizations or groups of individuals, we tailor financial literacy program pricing to consider the total number of participants served and the time invested. This approach ensures the development of a pricing framework that is not only equitable but also accessible for groups of varying sizes.

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Explore benefits of certified financial planning now. 

Contact
Contact for a Complimentary Initial Discovery Call New Orleans, LA deMAURIAC Financial Consulting & Wealth Management