DL Wealth Management
DL Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial independence.
DL Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed with the goal of helping growth, protection, and to conserve your wealth by delivering an unprecedented level of personalized service and expertise.
DL Wealth Management combines over four decades of experience in serving families and business owners across south Louisiana. Today, we employ five investment professionals and a support staff dedicated to delivering high quality service on a consistent basis. Through their affiliation with LPL Financial, the professionals at DL Wealth Management provide financial planning services for individuals, corporations, trusts and retirement accounts with investable assets totaling in excess of $375,000,000* as of July of 2014.
*$250,000,000 in brokerage AUM and $125,000,000 in advisory AUM