Gulf Point Advisors | Private Wealth Investment Management

Gulf Point Advisors | Private Wealth Investment Management is a Financial planner in New Orleans, LA. The firm provides private wealth investment management to individuals, families, and businesses, offering customized investment strategies, family wealth preservation planning, credit and lending advisory, and life transition planning. Their collaborative approach integrates investment, credit, trust, financial, and business planning services, and they serve clients throughout the New Orleans area. The practice holds a five‑star rating based on a review from a satisfied client.

The advisory team describes itself as forward‑thinking and deeply committed to delivering objective guidance and tailored solutions. Their vision is to simplify clients’ lives by navigating the complexities of wealth management, placing each client’s best interests at the center of every decision. With more than 130 years of combined private banking and asset‑management experience, the partners, Tris Millard, Jack Rovetto, Benton Turnage, Chad Dufrene, Wally Gundlach, Chris Kenny, Brian Wynne, and Margo Schnapf, work together to create lasting relationships. Gulf Point Advisors partners with LPL Financial, a leading independent broker‑dealer, to expand the range of trust, estate, retirement, and technology resources available to their clientele.

Located on Loyola Avenue in the Entergy Building at 639 Loyola Ave, Suite 2100, the office sits just steps from the Richard & Annette Bloch Cancer Survivors Plaza and a short walk, about 0.1 mile, from the New Orleans Post Office. It is also within a few hundred metres of Poydras Street, the Orleans Parish Civil Sheriff’s Office, and The Civic Theatre, placing the firm in the heart of a vibrant civic corridor.

Gulf Point Advisors leverages its collaborative, expertise‑driven model to deliver comprehensive wealth‑management solutions for New Orleans residents and enterprises, reinforcing its reputation as a trusted partner in the city’s financial landscape.

Services:

• Credit and Lending Advisory
• Customized Investment Strategies
• Family Wealth Preservation Planning
• Life Transition Planning