Faubourg Private Wealth is a local finance and wealth management startup based in New Orleans. Founded in 2015, the company prides itself on providing independent, comprehensive financial planning and investment services tailored to individual needs. This dedication to personalization is further emphasized by the firm's slogan, "Your Passion. Our Purpose." With a focus on the community, the company offers holistic financial planning and monitoring, investment advisory services, trust services, retirement plan consultation and administration, Individual Retirement Accounts, and estate planning. A key differentiator for Faubourg Private Wealth is its commitment to not being controlled by an outside investment firm and not pushing "proprietary" products, ensuring that the advice provided is unbiased and meets the unique needs of its clients. As a registered investment advisor, Faubourg Private Wealth operates under the DBA of Second Line Capital, LLC and is completely separate from LPL Financial. This independence underlines the company's dedication to providing unparalleled financial advice and services while leveraging world-class investment research and resources. The startup's emphasis on family and community values is evident in its Member SIPC status and commitment to providing accurate and complete information, as well as its link to the list of states in which it conducts its business. In conclusion, Faubourg Private Wealth offers a personalized approach to financial planning and investment services, positioning itself as a reliable and community-oriented alternative within the industry.
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