Consortium Private Wealth
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Investment advisory · advisors use @consortiumadvice.com

DisclosuresInsurance side

An advisor and a client reviewing a closed planning folder.

Investment advisory

Wealth and planning.
The advisory side.

Personal planning, retirement income, and investments. This is not the insurance business. Advisors here use an @consortiumadvice.com email.

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The people on this side are the advisory firm. Insurance and employee benefits sit on their own pages, with their own emails.

Offices in Slidell, Louisiana and Mobile, Alabama. Advisors across LA, TX, OK, NM, OH, WA, MO, AL, ID.

The work

What the advisory side handles.

  1. 01

    Personal financial planning

  2. 02

    Retirement income

  3. 03

    Investment management

  4. 04

    Tax strategies

  5. 05

    Estate & legacy

  6. 06

    Special-needs planning

  7. 07

    College & education funding

  8. 08

    Business succession

Workplace voluntary benefits and employer benefit programs are the other business. Go to insurance and benefits.

Disclosures

Advisory and insurance are offered separately.

Securities and advisory services are offered only through properly licensed entities where required. Insurance products are not part of this page. Investments are not FDIC insured, are not a bank deposit, and may lose value.

Full advisory disclosures

Next

Talk with the advisory side.

Planning and investments. We confirm by phone or email.

Talk With an Advisor Insurance & benefits