‘Faubourg’ translates loosely from French into ‘neighborhood,’ and it’s that neighborhood feel that Jean Paul Lagarde, David Soliman and Tyson Vanlandingham have created at their local financial advisory practice, Faubourg Private Wealth. Whereas advisors at larger firms and banks may often sell proprietary products pushed by their higher-ups from far-away cities, Faubourg’s core principle is maintaining a fiduciary level of care — putting the financial interests of their clients above their own. “We’re unencumbered by conflicts of interests and outside influence,” says Faubourg Co-Founder, David Soliman. Advisors strive to provide independent, comprehensive financial planning and investment services individually tailored to their clients’ needs, looking at every column of a client’s balance sheet — assets, liabilities, insurance, estate planning — to help develop, streamline and work towards the client’s financial goals. Soliman and Vanlandingham stepped away from the world of investment platforms at large banks and brokerage firms a year-and-a-half ago to start Faubourg, joined shortly after by Lagarde. In just that short amount of time, the firm has grown to two locations, seven advisors and five staff members, with more growth on the way. It’s a versatile staff with a wide spectrum of experience — current and former trust officers, private bankers, non-profit consultants, and investment and hedge fund analysts and managers use their distinct skills to handle everything from retirement planning to wealth transition, and estate planning to 401k consultations. “Our team is what I’m most proud of,” says Co-Founder Vanlandingham. Often, Faubourg’s advisors are experienced in more than one discipline. While Portfolio Manager Jean Paul Lagarde may focus his time on managing risk in client portfolios, he also was once heavily involved in community outreach programs and philanthropy. “It’s one thing to help people and institutions in their efforts to create and preserve wealth,” says Lagarde, “but it’s really great to see how they put it back into the community.”
To hear more from Faubourg Private Wealth, visit them at www.fpwa.com, or tune into the weekly radio program they host on WGSO 990AM from 5-6 p.m. Monday evenings, in which Lagarde interviews lead portfolio managers from global firms, ERISA attorneys, lead auditors at large accounting firms and representatives of local non-profits.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor. Level Four Advisory Services, LLC and Faubourg Private Wealth are separate entities from LPL Financial. Support Staff includes Jaron Miller, Robin Hymel and Greg White.
2800 Veterans Memorial Boulevard, Suite 220 Metairie, LA 70002
(504) 321-0923
fpwa.com
