The Audubon Group at Morgan Stanley

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The Audubon Group

OUR MISSION STATEMENT

Client-Focused and Solutions-Oriented in our efforts toward delivering financial excellence.

Our Story and Services

Why Clients Choose The Audubon Group

The Audubon Group is a diverse talented team of Family Wealth Managers that oversee the finances of a select group of individuals, businesses and their families.  Our deep commitment to our clients is simple – “our team delivers a breadth and depth of experience and financial services to our client and their families to help achieve their desired goals while helping to remove life’s uncertainties.” Our relentless focus on being your “personal CFO” is demonstrated by our:


• We are a credentialed team with extensive knowledge, “grizzled” experience, judgment and the ability to leverage global resources and a vast array of exclusive broad-based solutions.
• Supported by our clients’ trusted advisors, we work collaboratively to help navigate complex issues and provide meaningful advice to help preserve and grow your wealth with transparency and objectivity.  

Comprehensive Approach
• Our commitment to understanding starts through our personalized discovery process by taking the time to listen and learn about you and your family’s needs, wants, desires and risk preferences.
• We then build a goals-based plan and provide the power of our investment discipline and access to innovative solutions to help grow and adapt to the life changes and life stages each of our clients experience. •
• Our holistic approach provides ongoing client education and counseling to help simplify complex decisions and transitions

Commitment to You
• Regular, proactive communications help clients better understand their evolving circumstances, adapt to life’s changes, and stay on track with their goals.
• Our commitment to our clients serves as the foundation for our guiding principles and is supported by our personal integrity, competency, and empathy.
• We strive to be your essential resource in your life today and for generations to come.

Services Include

  • UGMA/UTMA
  • 401(k) Rollovers
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Corporate Bonds
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Defined Contribution Plans
  • Divorce Financial Analysis
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • LGBT Planning Services
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Trust Services*


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Process

Our first step in working with clients is to develop a thorough understanding of their lives, including the people, activities, ideas, and organizations most important to them. We help our clients articulate, prioritize, and quantify their financial goals. We then conduct a thorough analysis of their assets and liabilities. We stress-test their investments to ensure they are protected as life and the markets change. We also assess their insurance policies for any gaps in coverage.

After completing our analysis, we create a written financial analysis and plan. This analysis can identify areas of weakness that need improvement. We are able to calculate the probability of success of our clients reaching their goals. We then lay out the steps necessary to increase this probability through the variables clients can control, such as savings rates, spending habits, and investment allocation. We also consider the impact of inflation and taxes over time.

We then work with our clients to implement these strategies. This includes general budgeting and spending advice, as well as more specific, investment-related direction. Our investment strategies are crafted through the lens of the research of Morgan Stanley’s Global Investment Committee. We make changes to these portfolios over time, as market conditions evolve.

Through our deep financial planning process, we are able to provide meaningful, tailored advice and leave a lasting impact on the lives we touch.


Location

Location

  • 1100 Poydras St Ste 1900
  • New Orleans, LA 70163


    Meet The Audubon Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact The Audubon Group today.

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