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Faubourg Private Wealth logo — Your Passion. Our Purpose.

Faubourg Private Wealth

Your Passion. Our Purpose.

Founded 2015 United States Metairie, United States 19 employees Finance, Financial Services +1

General Information

Company Name Faubourg Private Wealth
Founded Year 2015
Location United States Metairie, United States +2
Employees 19
Industries Finance, Financial Services, Wealth Management
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About Faubourg Private Wealth

Faubourg Private Wealth is a local finance and wealth management startup based in New Orleans. Founded in 2015, the company prides itself on providing independent, comprehensive financial planning and investment services tailored to individual needs. This dedication to personalization is further emphasized by the firm's slogan, "Your Passion. Our Purpose." With a focus on the community, the company offers holistic financial planning and monitoring, investment advisory services, trust services, retirement plan consultation and administration, Individual Retirement Accounts, and estate planning. A key differentiator for Faubourg Private Wealth is its commitment to not being controlled by an outside investment firm and not pushing "proprietary" products, ensuring that the advice provided is unbiased and meets the unique needs of its clients. As a registered investment advisor, Faubourg Private Wealth operates under the DBA of Second Line Capital, LLC and is completely separate from LPL Financial. This independence underlines the company's dedication to providing unparalleled financial advice and services while leveraging world-class investment research and resources. The startup's emphasis on family and community values is evident in its Member SIPC status and commitment to providing accurate and complete information, as well as its link to the list of states in which it conducts its business. In conclusion, Faubourg Private Wealth offers a personalized approach to financial planning and investment services, positioning itself as a reliable and community-oriented alternative within the industry.

Taxonomy: financial planning, investment advisory, trust services, retirement planning, estate planning, college education funding, alternative investments, retirement accounts, holistic financial planning, fee for service, SIPC member, registered investment advisor, LPL Financial, independent financial planning

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Faubourg Private Wealth Alternatives & Competitors

Faubourg Private Wealth vs
Capital Planning Wealth Management
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"We live to serve."

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Faubourg Private Wealth vs
V Wealth
V Wealth United States

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Faubourg Private Wealth vs
Stonebridge Financial Partners, LLC
Stonebridge Financial Partners, LLC United States

Live your life by design, not default.

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FAQ About Faubourg Private Wealth

Your Passion. Our Purpose.
Faubourg Private Wealth was founded in 2015.
Faubourg Private Wealth is headquartered in Metairie, United States.
Faubourg Private Wealth operates in the following industries: Finance, Financial Services, Wealth Management.
Faubourg Private Wealth has approximately 19 employees.
Top alternatives and competitors to Faubourg Private Wealth include Capital Planning Wealth Management, V Wealth, Stonebridge Financial Partners, LLC, Freedom Wealth Alliance, Ipswich Bay Advisors Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Faubourg Private Wealth and Capital Planning Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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