Faubourg Private Wealth
We look at every column of a client’s balance sheet – assets, liabilities, insurance, estate planning – to help you develop, streamline, and work towards your financial goals.
Faubourg Private Wealth is not controlled by an outside investment firm and our advisors do not push “proprietary” products. Our advisors provide independent, comprehensive financial planning and investment services individually tailored to your needs. We look at every column of a client’s balance sheet – assets, liabilities, insurance, estate planning – to help you develop, streamline, and work towards your financial goals. Our associates are a collection of current and former Trust Officers, Private Bankers, non-profit consultants, and investment and hedge fund analysts and managers. In old French “faubourg’ loosely translates to neighborhood. Our name as it was intended exemplifies our principles of family and community. Our Philosophy We empower clients by offering objective advice and comprehensive financial and investment services free from the conflicts and limitations of many standard banking and brokerage firms. We believe in the independent financial advisor’s fiduciary standard to provide planning and investment advice that is, first and foremost, in the best interest of our clients. Our Process We work with your existing team of attorneys, CPAs, insurance agents, bankers, beneficiaries, and other trusted advisors to develop both short- and long-term strategies that strive to build and preserve your wealth. As your needs develop and change, so should your portfolio and planning needs, and we are committed to staying engaged every step of the way.
Address: 2800 Veterans Memorial Blvd., Suite 220, Metairie, Louisiana 70002-6101, USA
Phone: +1 504 321 0923
FAX: +1 504 321 0941
