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Why Work With Us?

We do things differently.


At Demarie Wealth Strategies, we value loyalty, tradition, and experience—but we also recognize that our world is constantly changing, there is always something new to be learned, and processes were made to be improved.

So we do things differently.

We don’t adhere to planning standards simply because “that’s the way things are done;” instead, we are constantly looking for ways to evolve, challenge our way of thinking, and create more effective, powerful strategies to further your financial goals.

Retirement Planning, The Demarie Way


We offer an innovative approach to retirement planning that expands your lifetime growth potential and lets you worry less about market fluctuations.

By establishing a *buffer asset that offers guaranteed growth and tax-free returns in addition to your traditional retirement income streams, we give you a solid financial foundation on which you can rely—so your investment portfolio can act as a purely supplementary vessel for growth. With your lifestyle better secured through these two foundational elements, you'll have fewer concerns about inflation risk, geopolitical turmoil, or any of the other noise—you just get to sit back and enjoy the journey.

*Buffer Asset is reference to permanent life insurance which is subject to underwriting.  All financial product guarantees are based on the claims paying ability of the issuer.

Infographic with "Retirement Income Security" in the middle, and "Portfolio Earnings", "Buffer Asset" and "Income Annuity" around it

Innovative retirement planning is just one of the ways we do things differently. Click below to learn more about our unique service options.

Explore My Options
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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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