We are honored to support the HeartGift Foundation's Heroes Golf Tournament! ?? HeartGift provides life-saving congenital heart defect surgery to children worldwide who lack access to specialized care. Since 2000, they’ve helped over 1,000 children in 36+ countries. Thank you to Tim Aubin, a HeartGift trustee and Faubourg Private Wealth advisor, for introducing us to such a great cause. Together, we can make a difference, one heart at a time. ??
关于我们
Advice Matters, Family Matters
New Orleans is our community. We are local advisors who have your best personal and financial interests in mind. We leverage world-class investment research and resources to give you and your family unbiased, unparalleled financial advice and services that meet your unique needs.
Why Faubourg Private Wealth?
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 achieve your financial goals.
* Holistic financial planning and monitoring
* Investment advisory services
* Trust services
* Retirement plan consultation and administration
* Individual Retirement Accounts
* Estate planning
Member SIPC (www.SIPC.org)
Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we do business, please visit https://www.fpwa.com
Securities offered through LPL Financial, FINRA/SIPC. Investment advice offered through Faubourg Private Wealth, a DBA of Second Line Capital, LLC, a registered investment advisor. Faubourg Private Wealth and Second Line Capital are separate entities from LPL Financial.
- 网站
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https://www.FPWA.com
Faubourg Private Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Metairie，LA
- 类型
- 私人持股
- 创立
- 2015
- 领域
- Financial Planning、Investment Advisory Services、Trust Services、Retirement Plan Consultation & Administration、Retirement Accounts、Estate Planning、Direct Asset Management、College Education Funding、Alternative Investments、Continuously Hedged Strategies和Fee for Service
地点
Faubourg Private Wealth员工
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Brittany Kirby Hritz
Partner and Director of Advisor Relations at Faubourg Private Wealth
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Stephen Browne
Private Wealth Advisor at Faubourg Private Wealth Retirement Income Planning | Wealth Management | Insurance | 401(k) Plans
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Jaron B. Miller, CPFA
Retirement Plan Advisor & Partner at Faubourg Private Wealth
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Tim Aubin
Private Wealth Advisor