Delivering comprehensive wealth management in a proactive manner by inspiring our family of clients to work towards their goals and pursue their dreams through innovative lifestyle planning.
Momentum Investing
Momentum is a fascinating investment phenomenon because it can be exploited in two completely opposite ways.
Trend Following
Trends come and go. Getting in late is costly, but getting in early can reap tremendous rewards.
Family Risk Number
Determining a Family Risk Number was developed using a model that won the Nobel Peace Prize in 2002 for Economics.
Education
Educational opportunities are a cornerstone of the Stern Wealth Management business.
Contact
Office: (504) 841-0045
Fax: (504) 841-0046
2800 Veterans Blvd
Suite 203
Metaire, LA