COMPREHENSIVE
FINANCIAL GUIDANCE
With personalized service

Our Services

The LeBlanc Wealth Management Team at LPL Financial specializes in retirement planning for both individuals and businesses, offering the guidance and investment solutions to help clients achieve their goals.
Retirement Planning

Advanced planning for retirement is crucial. Our Financial Planners will work with you to develop a personalized Action Plan before you retire to ensure that certain procedures and strategies are carried out ahead of time.

[READ MORE]

Estate Planning

Developing an estate plan guarantees that the maximum amount of your estate will go to your beneficiaries, rather than into someone else’s hands. It also aims to maintain flexibility for the initiating party prior to death. This process is the foundation of generational wealth.

[READ MORE]

Investment Planning

We will develop a strategic investment plan by considering risk tolerance, time horizon, liquidity, and income requirements. Your plan will be flexible enough to adjust with the changing market.

[READ MORE]

LWM Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Our Mission & Process

LeBlanc Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow and conserve our clients’ wealth while delivering an unprecedented level of personalized service.
Let us make your money work for YOU!

Step 1 - Retirement Plan: Don't wait until you're ready to retire to start planning! We'll work closely with you to get everything into place and discuss methods of investing your personal savings so you're ready when the time comes.
[READ MORE]

Step 2 - Estate Plan: Step 2 focuses on ensuring beneficiaries receive the maximum amount of wealth possible while still providing flexibility for estate owners prior to death.
[READ MORE]

Step 3 - Investment Plan: In Step 3, we implement an investment plan based on several market factors. Investment plans must be flexible enough to be strategically revised with market fluctuations.
[READ MORE]

Step 4 - Review Process: Wealth management is an ongoing process and should recognize changes in economics, legislation or family dynamics, which can affect financial goals. We meet with our clients on an agreed-upon schedule either quarterly, semi-annually or annually to review retirement, estate and investment plans.
[READ MORE]

  • Investment Planning in Luling, Louisiana

Our Team

Seasoned professionals ready to help you with all aspects of wealth management.
Ryan LeBlanc
Ryan LeBlanc
Branch Manager
Ryan LeBlanc is a managing member and founder of LeBlanc Wealth Management. As a locally based financial advisor, Mr. LeBlanc specializes in unbiased asset management and wealth preservation planning for clients across the Southern Region.
[READ MORE]
Samantha Fedrick
Samantha Fedrick
Account / Operations Manager
Prior to joining LeBlanc Wealth Management in 2012, Samantha worked as an office administrator in the real estate industry for several years. She attended Nicholls State University for business administration with a minor in art history.
[READ MORE]

Upcoming Events

Seminars, workshops, social events and more.
May 2018
No event found!

SEE ALL EVENTS

Contact Us

Let's get started planning your future! Our office can be reached via the form below, or scroll down for our phone number. We look forward to hearing from you.