One office on the Northshore, clients in several states
The office is in Mandeville, Louisiana. Whether you are fifteen minutes away or three time zones out, the work is the same. What changes is whether we sit at a table or on a call.
Places
Where most clients are today
Each page covers what is genuinely different about planning there, rather than the same text with a place name swapped in.
Two of these do not have a page of their own yet because there is not enough that is distinctive to say. Registration is what matters, and it is listed here.
Registration is currently in place in Colorado, Florida, Illinois, Louisiana, Mississippi, and Texas. Most clients today are in Louisiana, Florida, and Colorado. This communication is intended only for residents of those states.
Get in touch anyway. Adding a state where you need us is usually a straightforward administrative step rather than a barrier, so it is worth asking rather than assuming the answer is no.
No. Clients on the Northshore and around New Orleans often prefer to sit down at the Mandeville office, and that option is always there. Everyone else runs the relationship over video and email, which suits people who travel constantly. The standard of attention is the same either way.
This material is for general educational purposes only and is not intended as tax, legal, or investment advice. Neither GGM Wealth Advisors nor Cambridge provides tax or legal advice. Please consult a qualified professional about your specific situation.
Let's start with a conversation
Bring whatever is on your mind: a vest date you are unsure about, an offer you are weighing, a business you might sell in three years. Nothing to prepare, no cost, and you will leave with something useful whether or not we end up working together.
