simple + candid
The way we do business is upfront, honest, and fair, ensuring you know exactly what to expect. We've also done extensive due diligence to ensure our cost of doing business is both competitive across the industry and easy to understand. Learn More
Personalized & Modernized Approach
The highest level of service focused on facilitating frank conversations about what is most important to you, creating tailored plans that incorporate financial concerns that disproportionately impact women. You can meet with us virtually or by phone from wherever is most comfortable for you. Work With Us
Sustainable Investing
Being socially conscious doesn’t mean simply 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, using data driven insights and best in class solutions. Learn More
Satisfaction Guarantee
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 month's program fee for private wealth management clients.
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 cost, please call 504-358-0433 for assistance.
Your request must be received no later than the month following when you were charged.
Funds will be credited to the account charged in approximately four weeks of a valid request.
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