Goss Wealth Management, headquartered in New Orleans, Louisiana, is a comprehensive financial advisory firm offering services such as investment management, retirement planning, estate planning, and business strategies. The firm emphasizes a family-centric approach, aiming to serve as a “family CFO” by integrating all areas of finance into their advice and providing multi-generational financial planning.

Their investment management includes specialized model portfolios that incorporate both fundamental and technical research, with daily monitoring by a dedicated investment team. Goss Wealth Management operates as an independent firm affiliated with LPL Financial and NewEdge Advisors, LLC, ensuring a broad array of sophisticated financial and investment planning tools and resources.