Faubourg Private Wealth

Your Passion. Our Purpose.

General Information
Company Name
Faubourg Private Wealth
Founded Year
2015
Location (Offices)
Metairie, United States +2
Founders / Decision Makers
Number of Employees
19
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
Social Media

Faubourg Private Wealth - Company Profile

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.

Taxonomy: financial planning, investment advisory, trust services, retirement planning, estate planning, college education funding, alternative investments, retirement accounts, holistic financial planning, fee for service, SIPC member, registered investment advisor, LPL Financial, independent financial planning

Funding Rounds & Investors of Faubourg Private Wealth (0)

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