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Paths of Engagement

Every client has different needs and goals, so we’ve developed four unique service levels that allow us
to provide highly tailored support for each person and family we serve.

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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.

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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.

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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.

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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.

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Interested in our services? We'd love to talk.


We're honored that most of our clients come to us by referrals from those we serve. If you or someone you love would benefit from our financial guidance, please don't hesitate to contact us.

Contact Us

“EXCELLENCE isn't always easy, but it's always EXCELLENT.”
- PJ Demarie III -

Get in Touch


Office: (985) 674-3744
pdemarie@ft.newyorklife.com

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Our Location


634 Village Lane North, Suite 201
Mandeville, LA 70471

Disclosure

Philbert Demarie is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #W/CLB1212720), AZ, CA (CA Insurance License #704818), CO, DC, FL, GA, KS, KY, LA, MD, MN, MS, NC, NV, NY, OH, OK, TN, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

Philbert Demarie is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 634 Village Ln N Ste 201, Mandeville, LA, 70471, 985-674-3744. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, KS, KY, LA, MS, NV, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Philbert Demarie is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, DC, FL, GA, KS, KY, LA, MS, NV, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
New York Life Insurance

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  • Who We Are
    • Our Team
    • Strategic Resources
  • How We Help
    • Our Proprietary Process
    • Why Work With Us?
    • Paths of Engagement
    • Services and Expertise
  • Client Education
    • Nautilus Blog
    • Video Library
    • Guideposts
    • Life Plan Strategies for Your Business
    • Navigating Income Tax
  • Client Login
  • Get In Touch

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