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

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

Our Location

634 Village Lane North, Suite 201
Mandeville, LA 70471