Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Oban Wealth Management is a New Orleans-based financial planning and wealth management firm. We provide asset management, estate planning, business planning and retirement planning for both individual and corporate clients. Our investment philosophy is to establish an approach in which clients recognize the condition of their own financial health, their particular strengths, weaknesses, values, assets and liabilities, and how their individual situation may impact their overall financial position.
Starting with a thorough understanding of client needs and risk tolerance, investments are viewed with respect to both taxes and their potential overall impact on the client's long-term goals. Oban believes a prudent way to generate long-term wealth is not to lose money on potentially speculative investments when making less risky choices may result in a more consistent positive performance.