The Independent ADVISOR IN BATON Rouge, LOUISIANA licensed TO SERVE FAMILiES in several STATES 

Gary Losey is a provider of wealth transfer strategies and estate planning in Baton Rouge and the surrounding area. He is licensed in many states throughout the United States. His team has offered personalized solutions for businesses, individuals, and families with extraordinary assets for more than 30 years.

CUSTOM TAILORED ASSET MANAGEMENT

Gary Losey specializes in a customized approach to asset management that is built on practical ideas and meaningful converstaions developed through client relationships. With a comprehensive understanding of your goals and vision, we can take action together to develop a sound strategy to manage your wealth and risk that is tailored to your unique needs and objectives. Reach out to discover what we can do together.

CONVENIENT ONLINE TOOLS

We make it easy for you to stay connected with convenient online tools. Check out our resources to learn about useful information.

We are here to help you manage your wealth for years to come. For more information or to request an appointment, contact us today.

Hours of Operation
Monday–Friday: 9 a.m.–5:30 p.m.
Saturday and Sunday: Closed

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