A Comprehensive, Independent Approach
Our fiduciary role means that we put the client first.
Generational Financial Planning
Executive Benefit Review – 401k and Stock Option Analysis
Income Generating Strategies
Expertise, experience and trust. In our view, these are the essential elements of developing an investment strategy with our clients. Whether stocks, bonds, ETFs or mutual funds, we are not tied into any outside investment management group – meaning that, when we suggest a particular investment approach, it’s only because we think it is appropriate for our client.
Our staff maintains a wide array of professional designations that guide our decision making process: Certified Financial Planner®, Chartered Financial Analyst, attorney, and MBA. These diverse areas of expertise are the foundation of our practice. And, rather than a revolving door of employees handling their accounts, clients know whom they are working with for the long term. Phone calls and emails are returned within a day, and we are always available to answer any questions.
Hubbell Strickland provides investment management services for charitable organizations including religious and educational organization endowments and foundations. We have extensive asset management experience specific to the unique needs and requirements of charitable organizations.
At Hubbell Strickland, we also understand the critical importance of collaborating and working closely with the organization’s current trusted advisors including attorneys, CPAs and other professionals.
Change. Think about the last 20, 30 or 50 years. Whether in medicine, technology, business or law…how much change – and increasing complexity – have we witnessed over those time frames? Change has certainly been a part of the investment world as well. While the stock universe was once contained in a newspaper, today’s investment options are seemingly infinite: thousands of stocks, bonds, mutual funds, ETFs, and more are available to any investor over the web.
At Hubbell Strickland Wealth Management, we understand that, in the financial world, this overwhelming amount of data is not the same as wisdom. Our mission is three fold:
What We Don't Do
Our commitment is to earn your trust and confidence by being objective and independent, offering you the highest-quality financial management and advice.
New Orleans, LA 70163