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Who We Are

We are a multi-generational team of advisors who are passionate about serving families. We use our expertise and tools to help our clients navigate the inherent needs and opportunities that may come with family wealth and businesses.

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Who We Serve

In short, high-net worth families, and the businesses and institutions they've built and serve. We take a whole-of-wealth approach that is guided by the goals and values of your family, your business, and/or your non-profit. Together, we will make sense of your wealth and create a simple, yet comprehensive plan to best steward what you have.

Because significant wealth requires a distinctively elevated level of service and focus, our practice believes in building lasting relationships with a limited number of clients. As life happens and priorities change, so also the plan for your wealth must follow suit. And we'll be right there by your side, every step of the way.
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Latest Insights

Read insights from our team, as well as the experts that work for you.

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Schedule a Meeting

Meetings are not just reserved for clients, and in office consultation is always free.

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My Account & Plan

We have created a plan and philosophy that guides how we manage your assets, it now begins time to review your progress.

The Labourdette Financial Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, CT, DC, DE, FL, KS, KY, MA, MD, MI, NC, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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