Temporarily, we have moved to the Bailey's Andouille building on Airline Highway while our LaPlace office undergoes repairs. Why do you need wealth management advice? Because we believe in the saying that some of the best days of your life haven't happened yet. Planning for your financial future means planning for the life you want to have and the legacy you want to leave.
It doesn't have to be an intimidating proposition. In fact, we want it to be pleasant. At Schexnayder Wealth Advisors, we set ourselves apart from other advisors by combining financial experience with warmth and a sense of humor that actually makes the planning process enjoyable. We pride ourselves on our long-term client relationships and on the fact that our business has grown thanks to referrals from satisfied clients.
It doesn't have to be an intimidating proposition. In fact, we want it to be pleasant. At Schexnayder Wealth Advisors, we set ourselves apart from other advisors by combining financial experience with warmth and a sense of humor that actually makes the planning process enjoyable. We pride ourselves on our long-term client relationships and on the fact that our business has grown thanks to referrals from satisfied clients.
Services
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Your customized plan is designed to help you pursue the wealth you want - and to preserve it once it's yours. We use eight critical wealth management issues as our framework. Investment Management* starts with our conversation about your personal goals. This lets us create an investment strategy designed to meet your unique requirements and risk tolerance.
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances.
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us supporting our business. These organizations also strengthen our relationship with you by providing the resources we need to offer superior service.
Independent, objective research and guidance to assist your financial professional in designing the investment strategy that's right for you. Cetera Investment Management delivers a wealth of independent, objective research and guidance designed to make sense out of the complex, often-changing economic landscape.
Reviews (5)
Kathy Oncale
Sep 07, 2020
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Schexanyder Finanical personal takes great pride in helping their clients . They are up front and trustworthy with your investments and listens to what you have to say on any questions you may have. We’ve been with them for over 25 years. I would recommend Schnexayder Financial to anyone who wants their investments taken care of as if it was their own.
Kenneth Young
Jun 13, 2020
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Ken Barre
Jun 13, 2020
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Long Range
Nov 25, 2018
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Amanda Roussel
Nov 18, 2017
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Jesse Duhon, FA at Schex Wealth is an outstanding, grounded and wise financial advisor. We interviewed almost 3 dozen FAs before selecting Jesse Duhon. He is very smart and down-to-earth. He has the client's best interest at heart along with experienced and energetic insight. He has helped us navigate well our financial future well. Highly recommended.
