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Annie Shurtz Email
Director Finance . Faubourg Private Wealth
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Advice Matters, Family Matters New Orleans is our community. We are local advisors who have your best personal and financial interests in mind. We leverage world-class investment research and resources to give you and your family unbiased, unparalleled financial advice and services that meet your unique needs. Why Faubourg Private Wealth? Faubourg Private Wealth is not controlled by an outside investment firm and our advisors do not push "proprietary" products. Our advisors provide independent, comprehensive financial planning and investment services individually tailored to your needs. We look at every column of a client's balance sheet – assets, liabilities, insurance, estate planning – to help you develop, streamline, and achieve your financial goals. * Holistic financial planning and monitoring * Investment advisory services * Trust services * Retirement plan consultation and administration * Individual Retirement Accounts * Estate planning Member SIPC (www.SIPC.org) Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we do business, please visit http://www.fpwa.com Securities offered through LPL Financial, FINRA/SIPC. Investment advice offered through Faubourg Private Wealth, a DBA of Advisor Resource Council, a registered investment advisor. Faubourg Private Wealth and Advisor Resource Council are separate entities from LPL Financial.Faubourg Private Wealth Address
2800 Veterans Memorial Boulevard, Suite 220Metairie, LA