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 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.
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.
Services
Pontchartrain Investment Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. For more information about our firm and the services we offer, send us a quick email or call the office.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Whether it was a good idea or not, Mary and I decided to sit tight for Hurricane Ida, and we rode out the storm at our home in Slidell's Chamale neighborhood. Everything was fine for a couple of hours after the storm made landfall. We had power, TV, Internet, running water, and all the modern conveniences.
We're happy to provide our clients with resources to help them prepare for, and get through the tax season. Please feel free to contact your personal Financial Adviser or anyone at our office if you have any questions. Please feel free to reach out to us if you want to see how it affects you. Wondering what to do with your annual IRA Required Minimum Distribution?
Reviews (2)
Wendy Tynes
Dec 07, 2019
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If you’re thinking about your financial future, I cannot say enough good things about Steve Kernahan I have heard him help people who are barely making ends meet all the way up to my 80ish-year-old parents with much success. He’s patient and goes over and above to help you reach your goals. He leaves no stone unturned when trying to help you with your future planning. His passion for making you successful shows in even his upfront free consultation. Thanks, Steve, for all you’ve done for my family. You’re a true professional and know exactly how to help people planning for their future
Menu Surgeon
Jun 23, 2018
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Steve Kernahan, with Pontchartrain Investment Management in Slidell, is a fantastic financial adviser. I always come away from a meeting with him feeling better educated and confident in my financial future. I really got a sense of how much he cares about his clients and his community. I highly recommend Steve and the entire team at P.I.M.!
