Your financial picture
is an original
IBERIA Wealth Advisor's team of experts focuses on your
complete financial picture, creating and executing an
integrated financial plan that simplifies your life.
Enhance Your Financial Picture
Dynamic Investment Process
A UNIQUE LEVEL OF CARE
Protect your hard earned success. Entrusting your assets with IBERIA Wealth Advisors ensures your interests are paramount. Fiduciary services such as trust and estate administration can provide benefits for your loved ones while protecting them from threats to their financial security. Careful planning may also reduce taxes and maximize the impact of your gifts.
As your Trustee
- accounting and reporting
- investment management
- securities custody
- facilitating payments with creditors or debtors
- tax-related responsibilities
Securing Your Legacy
- charitable trusts
- family foundations
- charitable gift annuities
- consulting on donor advised funds
WITH GIFT GIVING
Your comprehensive estate plan can take care of your beneficiaries while preserving your assets and possibly reducing estate and gift taxes. Gifts that qualify for the annual gift tax exclusion or are sheltered by the lifetime exemption can be given free of transfer taxes.
Hearing your story is the first step in your IBERIA Wealth Advisors relationship. We want to understand your family, career, goals and the other unique factors that create your personal story. These details inform our process and ensure your investment plan is customized and effective.
Our approach is both consultative and collaborative. We work closely with you to ensure we meet your goals and remain within your risk tolerance. Our teamwork allows us to ensure what is important to you is important to us.
After clearly understanding your story we create an active plan to manage your financial portfolio. Our investment professionals team with your advisors such as your attorney and your accountant to design the investment strategy that works for you.
Working with IBERIA Wealth Advisors means building and maintaining a dynamic relationship. We continue listening, collaborating and creating to ensure that your financial portfolio is right for you, right now.
We partner with Private Bankers who can help you meet your financial goals through a personal banking experience.