Pitre Wealth Management Group
Accumulation. Preservation. Distribution.
Pitre Wealth Management Group is an independent Investment Management and Wealth Planning firm in the River Parishes with offices located in Thibodaux and Houma, Louisiana. Our team has over 45 years of combined experience helping clients pursue their financial goals. Included in our staff, is a CERTIFIED FINANCIAL PLANNER™ Professional who can assist with all of your wealth planning needs such as retirement planning, asset protection, insurance, financial planning, and consultation.
As a group, we service our clients in whichever phase they are in: Accumulation, Preservation, or Distribution. For those in the accumulation phase, we help by making recommendations geared towards growing their assets. Once these goals are reached, we focus on seeking to preserve their investments. When clients are ready to start taking distributions, we build income strategies tailored to their needs. And in the event of a client passing, we assist in distributing their assets and helping beneficiaries develop a financial plan to make the greatest use out of their inheritance.
We are able to provide objective financial advice through our relationship with LPL Financial. This partnership allows us to make appropriate choices for our clients tailored to their individual situation and desires. We also give our clients a single point of access to all of their financial accounts in one secure location. This personalized financial website consolidates and tracks all financial information and investments, whether they are held with us or at other institutions, giving clients access to a one page snapshot of all their assets at any time.