Home base
A financial advisor on the Northshore, for people whose pay is complicated
The office is on Asbury Drive in Mandeville. Most clients here are a short drive away, and plenty of them cross the Causeway every morning.
Context
Who we work with in the area
We live here and we work here. That matters less than being good at the work. But it does mean that when you would rather sit at a table than look at a screen, the drive is fifteen minutes and not a flight.
The Northshore has a particular mix. Physicians and hospital administrators across Mandeville, Covington, and Slidell. Executives who commute to New Orleans or work remotely for companies headquartered elsewhere. Owners of businesses that have been in the family for two generations. Marine, energy, healthcare, construction, and professional services.
What those people share is a compensation or ownership picture with more moving parts than a salary, and a genuine shortage of time to manage it.
What is different here
Planning considerations specific to this place
Louisiana is a community property state
Property acquired during a marriage is generally owned by both spouses, which affects how equity compensation, retirement accounts, and business interests are treated. It changes estate planning and titling in ways that surprise people who moved here from a common-law state.
Remote work, out-of-state employers
Plenty of Northshore executives work for companies based somewhere else entirely. Multi-state tax exposure, state sourcing of equity income, and where you were living on a vest date all become real questions.
Storm risk changes the insurance conversation
Property and casualty coverage, deductibles, and liquidity for a bad season carry more weight here than in most of the country. We review that alongside your plan rather than treating it as somebody else's department.
Family businesses and succession
A lot of wealth on the Northshore sits inside closely held companies. Succession, buy-sell funding, and getting assets outside the business are recurring themes rather than occasional ones.
Coverage
Towns and cities we work across
- Mandeville
- Covington
- Slidell
- Madisonville
- Abita Springs
- Folsom
- Hammond
- Ponchatoula
- New Orleans
- Metairie
- Kenner
Who we help
Find your situation
- Where we start→
Medtech executives
Base, bonus, RSUs, options, maybe a deferred comp election you make every fall. Four moving parts, four different tax treatments, and no one looking at them together.
- Where we start→
Physicians & specialists
High income, a shorter runway, real exposure if you cannot practice, and less time than almost anyone to think about any of it.
- Where we start→
Business owners
Your balance sheet, your income, and your identity all point at the same asset. Planning has to start with that concentration rather than ignore it.
- Where we start→
Corporate executives & CFOs
Most of the CFOs we work with say the same thing with a smile: rigorous about the company's balance sheet, and running personal decisions on autopilot for years.
Straight answers
Working together in Mandeville & the Northshore
829 Asbury Dr. Suite 3, Mandeville, LA 70471, on the Northshore of Lake Pontchartrain. It is a short drive from Covington, Madisonville, and Slidell, and about forty minutes from New Orleans depending on the Causeway.
Yes. A number of clients live or work on the Southshore, including Metairie, Kenner, and New Orleans itself. Some prefer to meet in Mandeville, others handle everything over video. Either works.
Because property acquired during a marriage is generally owned by both spouses, which affects how equity compensation, retirement accounts, and business interests are characterized and how they pass at death. It changes titling decisions and estate documents, and it commonly catches out people who moved here from a common-law state. Your attorney handles the legal side; we make sure the accounts and beneficiary designations line up with it.
This material is for general educational purposes only and is not intended as tax, legal, or investment advice. Neither GGM Wealth Advisors nor Cambridge provides tax or legal advice. Please consult a qualified professional about your specific situation.
Let's start with a conversation
Bring whatever is on your mind: a vest date you are unsure about, an offer you are weighing, a business you might sell in three years. Nothing to prepare, no cost, and you will leave with something useful whether or not we end up working together.