Financial Advice That Is As Unique as New Orleans
Our Vision
Bienvenue Wealth empowers Gen X investors in New Orleans to achieve financial clarity, build wealth, and secure their future. We believe financial success should be accessible, transparent, and aligned with your unique values and goals.
Who We Are
A team of experienced financial professionals, Michael G. Rivas, CFP, EA and Sara A. Sroka, CPA, CFP, we combine passion with expertise to offer comprehensive financial planning tailored to your individual needs. We are committed to:
- Consumer Advocacy: We prioritize your interests and act as your trusted advocate, free from conflicts of interest.
- Transparency: All fees are clearly disclosed, ensuring no hidden costs or commissions.
- Personalized Solutions: We take the time to understand your unique financial goals and aspirations.
What We Offer
Tax Planning: Minimize your tax burden with proactive strategies and comprehensive planning.
Cash Flow Analysis: Gain clarity on your financial health and set achievable goals.
Retirement Planning: Create a seamless transition into your next chapter with personalized plans for retirement accounts and investments.
Estate Planning: Secure your legacy and protect your loved ones with a comprehensive estate plan.
Insurance/Risk Management: Protect your wealth from unforeseen risks and uncertainties.
Investment Management: Build a diversified portfolio that aligns with your risk tolerance and financial goals.
Our Commitment
At Bienvenue Wealth, we believe financial planning should be collaborative, transparent, and accessible. We empower you to take control of your financial future with:
- Clear communication: We explain complex financial concepts in easy-to-understand language.
- Accessible technology: Manage your finances easily with our secure online portal.
- Ongoing support: We're here for you every step of the way.
Schedule a Consultation Today
Contact us to schedule a consultation and discover how Bienvenue Wealth can empower you to achieve your financial goals and secure your future.
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