Hassell Wealth Management
Hassell Wealth Management is a Registered Investment Advisory firm serving as a financial partner for life’s journeys. Based in Houma, Louisiana, we serve clients throughout the Gulf Coast, particularly business owners, mid-career professionals, pre-retirees, retirees, and companies needing employer plan services. Our goal in working with clients is threefold: • To clarify what matters most to them and how to leverage their resources to achieve their goals • To build a financial strategy that addresses all areas of their financial life • To serve as their partner in holding them accountable to their long-term financial well-being We help achieve our mission through a team of experienced and empathetic advisors and operations staff. In addition, as a fee-only, fiduciary RIA firm, we are legally bound to offer recommendations that put our clients’ interests above our own. Frankly, we wouldn’t have it any other way. Our broad range of financial planning and investment management services are flexible, designed to be delivered over time, as needed, throughout a client’s life. These services include: • Financial goal development • Retirement planning • Investment management • Employer plan services—e.g, 401(k), profit sharing • Tax planning and management • Employee benefits review and optimization • Risk management • Estate planning • Charitable planning • Higher education funding • Special needs planning
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Verified contacts
7
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Monthly traffic
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
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Danielle Leboeuf
Operations Associate · Operations
EmailPhone - KC
Katie Cuccia Hebert
Wealth Advisor · Finance & Accounting
EmailPhone - SF
Shelley Ferro
Wealth Advisor · Finance & Accounting
EmailPhone - DT
Danielle Toups
Operations Associate · Operations
EmailPhone - MT
Marylucy Tujague Bergeron
, & · Other
EmailPhone
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Top roles at Hassell Wealth Management
4 distinct titles indexed · top 4 shown.
- 3wealth advisor
- 2operations associate
- 1, &
- 1registered representative
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