Avant-Garde Wealth Management
Avant-Garde Wealth Management caters to an exclusive group of affluent clients who require a highly personalized and sophisticated approach to wealth management. Their financial needs are extraordinarily complex, necessitating frequent and detailed coordination with attorneys, CPAs, and other external advisors. This high-touch service offers a family-office level of support that ensures every aspect of your financial life is managed meticulously.
Panoramic Planning
With our Panoramic Planning service, we provide comprehensive financial planning that addresses every area of your wealth. We focus on bringing clarity to your situation, educating you about the options available, and empowering you to make informed decisions that align with your goals. Once we develop your plan, we’ll coordinate with your other professionals as needed, and we’ll communicate with you regularly to help you stay on track.
Priority Solutions
Priority Solutions are designed to meet you wherever you are and address your most pressing needs. We review your situation at a high level, ensuring we understand your priorities and goals, then we provide individual solutions that help you solve specific problems or fill gaps in your current strategy.
Synergistic Planning for Business Owners
Our Synergistic Planning for Business Owners service helps business owners design custom benefits packages that meet the unique needs of their employees while enhancing their competitive edge in the market. We work closely with you to create solutions that attract and retain top talent, ensuring your company stands out while minimizing unnecessary costs. By crafting a tailored plan, we help you provide valuable, cost-effective benefits that support both your workforce and your bottom line.
“EXCELLENCE isn't always easy, but it's always EXCELLENT.”
- PJ Demarie III -
Our Location
634 Village Lane North, Suite 201
Mandeville, LA 70471