2065 1st Street
With Over 100 Years of Experience Combined
We Design Plans Just For You
Because Each Client is Unique
If our offices are closed due to bad weather, we will be working remotely and checking messages regularly. You can also reach out to LPL customer support at 800-558-7567 if you should have any questions regarding your LPL account. Thank you.
Pontchartrain Investment Management is a team of financial advisors with diverse backgrounds. Our common vision is to provide independent, comprehensive financial planning and investment management to help clients reach their goals. With experience and expertise in retirement planning, estate planning, insurance, and investment management, our team is well positioned to provide effective insight and advice. The name Pontchartrain and our logo, the Rigolets Lighthouse, evoke a sense of family and community in our region, the same ideals that form the foundation of our work with our clients.
The important life goals of our clients deserve personal attention, objective advice, holistic planning, and independent investment management based on an independent financial advisor’s fiduciary responsibility to focus on the needs of our clients and their families. We understand the importance of constructing and implementing flexible plans and strategies to match the unique goals of our clients.
Our team spends some time getting to know you and your goals and dreams. We collaborate as a team to address your most immediate needs, construct longer term plans, and implement and monitor those plans to help you manage and preserve your wealth.
Pontchartrain Investment Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
eMoney is your own personal financial website that allows you to take control of your financial world. We believe this tool makes it easier to manage both your wealth and your well-being. Once complete, it allows you to organize, monitor, and collaborate with us in the most efficient manner. eMoney helps us determine where you are today and where you want to go. This gives us the resources to create a road map that leads you to highest probability of reaching your goals.
Get in touch, and we’ll be happy to answer any question. There’s nothing we love more than talking with people about their finances.