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 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.