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.
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