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Providing Clarity for Life

  • Solve the Investment Puzzle Without Product Sales!

  • Create Generational Tax Savings

  • Avoid Expensive Mistakes You Don't Realize You're Making

Financial Advice That Is As Unique as New Orleans

Bienvenue Wealth is a fee-only financial planning firm that was founded to provide trusted, independent financial guidance. We embrace consumer advocacy and work closely with discerning professionals committed to making better financial choices for their families.

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Why should I work with a financial advisor?

  • I own my own business.

    How can I structure executive compensation to benefit my employees and protect my business assets?

  • My parents are a growing financial concern.

    What can I do to be sure they’re financially secure?

  • If I decide to work with an advisor...

    How can I find someone I can trust?

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What we do

Our passion is advising busy families with a New Orleans groove

  • Tax Planning

  • Cash Flow Analysis

  • Retirement Planning

  • Estate Planning

  • Insurance/Risk Management

  • Investment Management

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MEET OUR TEAM

With more than 30 years of experience, we help ambitious clients achieve extraordinary outcomes.

We look forward to doing great things with your family.

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Our Blog

Take a look at our latest financial blog.