Champion Wealth Strategies is a full-service wealth planning, insurance, and benefits firm based in Baton Rouge, Louisiana. Established to help clients create, preserve, and protect wealth for their families and businesses, the firm offers personalized strategies to professionals, business owners, executives, physicians, and retirees. Their mission is to be a valuable, strategic partner, contributing significantly to clients’ success and quality of life by simplifying the demands of managing wealth .

The firm provides a comprehensive range of services, including investment management, retirement planning, estate conservation, insurance, and tax strategies. They emphasize understanding clients’ personal situations, identifying their dreams and goals, and assessing risk tolerance to develop tailored financial plans . Champion Wealth Strategies also offers tools like calculators, articles, and videos to assist clients in making informed financial decisions .

The team comprises experienced professionals such as Brandon Worley, the President, who has over 20 years of experience in managing assets for high-net-worth individuals. Other key team members include Jeff Ponson and Julian Bourgeois, both senior partners with extensive backgrounds in financial services .