Looking to better meet the needs of its clients, New Orleans-based accounting firm Ericksen, Krentel & LaPorte teamed up with growth consultants 1st Global less than two years ago to help grow its wealth management business. Today, the firm holds the crown as the first tax-optimized wealth management firm to serve the greater New Orleans area.

"Surprisingly, not many of our contemporaries in the market have embraced wealth management and financial planning," said Ericksen, Krentel & LaPorte managing partner Kevin Neyrey.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access