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Garrett K. Norton, CIMA® Financial Advisor, Owner (225) 364-3966 https://epwai.com/services/wealthandassetmanagement monthly 0.5 2022-05-20 https://images.squarespace-cdn.com/content/v1/62507dc4f16a857a891037ee/1b8f7051-653f-4102-81b2-60dbbd03bd57/geran-de-klerk-AXSoVgLaHmc-unsplash.jpg Services - Read More on Wealth & Asset Management - Wealth & Asset Management A long-term approach to investing, to preserve and manage my clients’ wealth. I provide a comprehensive range of wealth management services to some of the most successful individuals & families. My clients are looking to preserve and grow the real value of their capital. I seek to be sensible, managing my clients' money as if it were my own. 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We start by planning for your ideal future, balancing assets and liabilities with cashflows and expenditures, to shore up your fiscal outlook for the long haul. https://epwai.com/services/alternativeinvestments monthly 0.5 2022-05-20 https://images.squarespace-cdn.com/content/v1/62507dc4f16a857a891037ee/3c6368b7-edaa-4c08-b613-6650c8cf26b6/florian-van-schreven-ZFMJ5xECg2I-unsplash.jpg Services - Read More on Alternative Investments - Alternative Investments I offer specialized solutions spanning each of the private placement asset classes through our alternative investment program, which can be implemented into portfolios for investors which meet the preliminary net worth requirements. https://epwai.com/services/estateandtrustservices monthly 0.5 2022-05-20 https://images.squarespace-cdn.com/content/v1/62507dc4f16a857a891037ee/16cd7158-e34b-4654-8b27-80b916d86f3e/ian-keefe-nGOK_EqQpY4-unsplash.jpg Services - Read More on Estate & Trust Services - Estate & Trust Services I work with your existing family attorneys, CPAs, and other trusted advisors as well as offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 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Read our article detailing Post-Sale Business Planning