Our vision is to provide independent comprehensive financial planning and investment management.

Our Process
Our History

Who We are

Who We Are

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 pursue 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.

Our Philosophy

The important life goals of our clients deserve personal attention, professional advice, holistic planning, and independent investment management based on an independent financial advisor’s 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 Process

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.

What We Do

Investment Management

  • Diversified and Managed Portfolios Tailored to Your Needs
  • Portfolio Review
  • Risk Assessment
  • Asset Allocation
  • Portfolio Management
  • Annuity Strategies


  • Wealth Strategies Customized for You
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Social Security and Medicare Planning
  • Roth Conversion Strategies


  • Selecting the Appropriate Retirement Accounts to Fit your Plan
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Beneficiary IRAs
  • Individual 401k Plans


  • Legal Counsel Coordination to Help Protect your Family
  • Review Legal Documents Including Wills, Trusts, and Powers of Attorney
  • Estate Settlement and Succession Assistance
  • Gifting Strategies
  • Charitable Planning
  • Beneficiary Review


  • Revocable and irrevocable personal trusts
  • Irrevocable life insurance trusts
  • Charitable remainder trusts
  • Trustee services
  • Administrative agent for individual trustees
  • Trust settlement


  • Review your Insurance Needs to Protect you and your Family
  • Policy Review
  • Life Insurance, Long-term Care Insurance, Disability Insurance

Family & Lifestyle

  • Guide your Planning Decisions across Generations
  • Family Meetings
  • Education Planning
  • Tailored Planning to your Unique Goals and Needs
  • Enrich your Family's Lifestyle so you Can Enjoy your Success

Banking & Lending

  • Mortgage, Home Equity, Lending, and Deposit Rate Consultation
  • Cash Management
  • Liability Management
  • Securities-based Lending

How We Do It

Schedule A Free Consultation

If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you. We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

Thank you!