TriCoast Wealth Management

TriCoast Wealth Management is a wealth management and insurance firm in Prairieville, LA. The firm provides personalized financial guidance for individuals, retirees, physicians, and business owners. Their specialized services include comprehensive financial planning, investment management, retirement planning, and tax and estate coordination, as well as insurance solutions for life, disability, and long-term care.

Founded in 2013 by James Dubnansky, TriCoast Wealth Management operates as a boutique, independent firm. The advisory team utilizes the research, technology, and resources of LPL Financial to deliver sophisticated planning and investment solutions. The firm's approach focuses on long-term relationships and a collaborative, team-based model that includes coordination with CPAs and retirement plan specialists. Their services are designed to assist clients through various life stages, including career changes, business transitions, and inheritance or beneficiary planning.

The business is located on Jefferson Hwy.

TriCoast Wealth Management is recognized for its commitment to providing independent, client-first advice that is not influenced by the sale of proprietary products. The firm is known for its highly personalized service, proactive communication, and a dedicated client relationship manager who ensures consistent follow-through. With a team offering over 30 years of combined expertise, the firm provides seasoned guidance to help clients navigate complex financial landscapes.

TriCoast Wealth Management offers dependable, personalized financial strategies for the residents and business owners of Prairieville.