Is your 401(k) fee benchmarking report doing more than checking a box? Learn what plan sponsors should look for and how to use the data to strengthen fiduciary decision-making.

The right trust can protect what you’ve built and guide how future generations inherit it. Explore the key trust structures — and how to align them with your family’s goals.

A successful business sale is about more than the purchase price. Discover the financial planning steps that help owners maximize value and prepare for life after the exit.

Genuine wealth has less to do with market savvy and more to do with habits. Discover the behavioral attitudes that drive lasting financial success — and how they apply to your future.

We are proud to announce that Faubourg Private Wealth has been named the 2026 Gold Winner for Wealth Management in Best of St. Tammany Awards!

A practical guide to building financial literacy at every life stage—from early childhood through young adulthood, helping families raise confident, capable decision-makers and support long-term financial well-being.

Explore the future of employer-sponsored retirement plans, including personalization, financial wellness integration, and key SECURE Act 2.0 updates shaping plan design and compliance.

Here are some of the critical ways that tax and investment strategies can work in tandem.

Almost every year, the federal government adjusts the tax brackets in order to keep up with inflation. 2026 year will be no different.

We are proud to announce that Faubourg Founder P. David Solimon has been named to the New Orleans CityBusiness Banking and Finance Power List for 2025!

Everybody knows that year-end planning can yield meaningful tax savings and better investment outcomes. And yet, it’s one of the most commonly skipped items on the calendar.

Almost every year, the federal government adjusts the tax brackets in order to keep up with inflation. 2026 year will be no different.

Faubourg Private Wealth is an independent wealth management firm rooted in the Gulf Coast, dedicated to helping individuals, families, and businesses plan with confidence.

A 529 Plan provides families with a tax-advantaged way to save for all levels of education, while maintaining flexibility and control over how the funds are utilized.

We offer a complete suite of services, all designed to evolve with your needs.