Business Details
5 Years
experience
Your Trusted Wealth Partner in New Orleans
At Gulf Point Advisors, we are dedicated to delivering uncompromising guidance and a unique standard of care to individuals, families, and businesses. Our collaborative team approach combines deep expertise in wealth management with a commitment to understanding each client's vision of financial success. With over 130 years of combined experience in private banking and asset management, we prioritize objective guidance, tailored solutions, and customized service experiences. Our partnership with LPL Financial provides access to robust tools and resources while maintaining our focus on independent, client-centric advice.We strive to simplify the complexities of wealth management through personalized strategies in investment planning, family legacy preservation, credit advisory, and life transition planning. Our professionals hold prestigious certifications including CFP and CFA designations, ensuring clients receive expert counsel aligned with industry best practices. As a firm, we emphasize transparency, ethical conduct, and long-term relationships built on trust and results.
Services
Customized Investment Strategies
Family Wealth Preservation
Credit and Lending Advisory
Life Transition Planning
Trust and Estate Planning
Details
- Year established: 2021
Highlights and features
- We offer over 130 years of combined private banking and asset management experience
- Our team includes CFP and CFA certified professionals
- We provide customized solutions through a collaborative team approach
- Our partnership with LPL Financial offers access to comprehensive resources
- We maintain a client-first philosophy with transparent advisory practices
Services
Customized Investment Strategies
We develop personalized investment approaches based on historical analysis and economic insights to help achieve client objectives. Our strategies incorporate liquidity management, growth optimization, and tax-efficient practices tailored to individual risk profiles. With access to comprehensive research tools through our LPL Financial partnership, we implement cost-effective trading solutions that align with long-term financial goals.
Family Wealth Preservation
Our family wealth planning focuses on creating enduring legacies through comprehensive estate strategies. We coordinate with trusted advisors to implement business succession plans, charitable giving frameworks, and asset protection mechanisms. The process emphasizes intergenerational wealth transfer while addressing trust formation, insurance planning, and governance structures to preserve family wealth across generations.
Credit and Lending Advisory
We provide strategic credit solutions for both short-term and long-term capital needs. Our advisory services connect clients with specialized lending partners to facilitate real estate transactions, business acquisitions, and personal asset financing. We match credit terms with cash flow sources while maintaining investment strategy continuity through low-cost bridge financing and structured lending arrangements.
Life Transition Planning
Our team specializes in navigating major life changes through comprehensive transition strategies. We conduct detailed cash flow analyses and risk assessments to support business sales, retirement planning, and career transitions. The process includes spending pattern evaluation and asset allocation adjustments to ensure financial stability during periods of significant personal or professional change.
Trust and Estate Planning
We offer specialized trust and estate planning services to protect client assets and facilitate smooth wealth transfer. Our approach integrates legal and tax considerations with long-term financial objectives, creating customized structures that minimize estate taxes while maintaining control over asset distribution according to client wishes.
People
Tris Millard
Partner
Certified financial planner with extensive experience in wealth management and client relationship development.
Jack Rovetto
Partner, CFA
Chartered Financial Analyst specializing in investment strategy and portfolio management for high-net-worth clients.
Benton Turnage
Partner
Wealth advisory expert focusing on customized financial solutions and long-term client success strategies.
Wally Gundlach
Partner
Experienced financial services professional with expertise in credit advisory and transition planning.
Brian Wynne
Partner, CFP
Certified Financial Planner dedicated to comprehensive wealth management and client-centric financial solutions.
Questions
What services does Gulf Point Advisors offer?
We provide customized investment strategies, family wealth preservation planning, credit and lending advisory services, life transition planning, and trust/estate planning solutions.
How is Gulf Point Advisors different from other wealth advisors?
Our collaborative team approach combines over 130 years of combined experience with CFP and CFA certified professionals, offering personalized solutions through our LPL Financial partnership.
How do I start working with Gulf Point Advisors?
Contact us through our website or call 504-325-5393 to schedule an initial consultation where we'll discuss your financial goals and create a tailored plan.
What areas do you serve?
We work with clients in Colorado, Florida, Louisiana, Kansas, Maine, Mississippi, Tennessee, and Texas.
Are your financial advisors certified?
Yes, our team includes Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) with extensive industry expertise.
How do you handle investment risk management?
We implement tax-aware strategies, liquidity planning, and cost-efficient trading practices while continuously monitoring portfolios to align with your risk tolerance and goals.
