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A family-owned firm with over three decades of experience

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Free portfolio evaluation

Retirement Planning

Personalized strategies to help you get to retirement and stay retired comfortably.

Investment Management

We manage your investments efficiently to minimize costs and maximize your financial potential.

Tax Planning

Implementing tax strategies to optimize your wealth.

Wealth management services group is a is a Fiduciary Registered Investment Advisory firm based on the Northshore that primarily serves southeast Louisiana.

As a family business, we understand the importance of trust and transparency.

Our clients benefit from our holistic approach to wealth management, where we prioritize your financial well-being over corporate profits. We focus on managing assets cost-efficiently, we offer full-service financial management tailored to your needs.

Our approach is simple:

advocate for your financial best interest with extreme cost efficiency and personalized coaching.

We’re here to ensure your success without the sales pitches or corporate goals. Are you serious about achieving financial success? Take the first step with a free consultation and portfolio stress test. We’ll show you how efficient financial management can make a difference.
check out our latest quarterly update video

Our Philosophy

We believe in getting to know you personally to help you make the best financial decisions. As a fiduciary firm, we operate like lawyers on retainer, constantly looking out for your best interests with no hidden fees or corporate agendas. Advice is always free, and we aim to empower you with the knowledge and tools needed to achieve your financial goals.

holistic Financial Solutions

We offer complete holistic financial services. Whether it’s managing your retirement plan or helping you navigate complex tax issues, we are your trusted partner. Our focus on cost efficiency means more money stays in your pocket – not with the wall street “fat cats”!

Our team brings decades of experience and a personalized approach to every client.

Meet your Investment advisory team

W. Mike Stewart

Managing Member, AIF, RFC
A true fiduciary with years of experience in wealth management, Mike’s mission is to advocate for your financial success. His priority is you, not corporate bonuses or sales targets.
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Andrew Stewart

RFC
As part of the family business, Andrew is dedicated to growing within Mike’s philosophy of client-first financial management.
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elizabeth stewart

Administrative Assistant
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Rachael Stewart Latapie

Administrative Specialist
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Three Steps to Success

We are with you every step of the way, providing guidance to ensure your financial journey is seamless.

01

Understanding Your Financial Goals:

We start by learning about your financial objectives and your current situation to create a customized plan.

02

Creating the Effective Financial Strategy:

We work with you to develop the most cost-efficient, personalized strategy for your unique financial needs.

03

Managing Your Wealth for Long-Term Success:

We monitor and adjust your financial strategy to keep you on track toward your goals, providing ongoing coaching and support.

Serious About financial Success?

If you’re ready to take control of your financial future, we’re here to help. Whether you have recently left a job with a 401(k) or retirement plan, or you’re simply looking for more efficient financial management, we’re ready to assist.

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With decades of experience and a commitment to client success, we offer expert guidance to ensure your financial well-being. Check back regularly for our quarterly video updates and the latest financial news.

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