PDS Wealth Management is a private, fiduciary wealth management firm with offices in New Orleans, Palm Beach Gardens, and Duxbury. The firm offers personalized financial planning and investment management services to individuals, families, and institutions. Emphasizing simplicity, transparency, economy, and patience, PDS Wealth Management focuses on creating custom strategies that align with clients‘ long–term goals.

Their services include retirement planning, tax and estate strategies, risk management, and philanthropic planning. By collaborating with clients‘ legal and accounting professionals, they ensure a comprehensive approach to financial well–being. As fiduciaries, the firm’s advisors prioritize clients‘ interests, fostering enduring relationships across generations.