Pelican Wealth Management

Our Vision

Our goal is to empower individuals and families to achieve financial freedom and security through personalized guidance and comprehensive financial planning. We believe that everyone deserves access to reliable financial advice, regardless of their financial situation.

Who We Are

Pelican Wealth Management is a registered investment advisory firm based in Monroe, Louisiana. Founded in 2017 by two experienced financial professionals, we are an independent, employee-owned company that operates without any affiliations to large institutions. This allows us to focus solely on providing our clients with objective, unbiased guidance.

Our Team

Our team comprises passionate and experienced professionals who are dedicated to helping you achieve your financial goals. We combine extensive knowledge in financial planning, investment management, and risk mitigation to create tailored plans that address your unique needs and aspirations.

Our Founder, Nicholas C. Trappey, CFP

A graduate of the University of Louisiana at Monroe and a native of New Iberia, Nicholas brings a wealth of experience to Pelican Wealth Management. He is driven by a desire to help clients avoid common financial pitfalls and achieve financial freedom through personalized planning and guidance.

Our Partner, Lorenzo Treadway

A lifelong resident of Monroe, Lorenzo brings a diverse background to our team. With experience in banking and financial planning, he has the expertise to guide you through all aspects of your financial life.

Our Services

We offer a comprehensive range of services to meet your individual needs, including:

• Financial Planning: Developing a tailored blueprint to manage your finances, retirement planning, estate planning, and insurance review.
• Investment Management: Managing your investments to maximize returns and minimize risk.
• Risk Management: Identifying and mitigating potential risks associated with your financial situation.
• Tax Planning: Optimizing your investments and expenses to minimize your tax burden.

Our Commitment

We are committed to providing our clients with:

• Transparency: We will clearly explain our process, fees, and expected outcomes.
• Accessibility: We are available to meet with you in person or through secure video conferencing.
• Communication: We will provide regular updates and reports on your progress and any changes in your financial situation.
• Collaboration: We believe in working together with you to achieve your financial goals.

Our Approach

We take a holistic approach to financial planning, considering all aspects of your financial life. We will work with you to:

• Understand your unique financial goals and aspirations.
• Assess your current financial situation.
• Develop a customized plan to achieve your goals.
• Implement and monitor your plan over time.