Gregory Ricks Total Wealth adopts a name that reflects its comprehensive financial services

Backed by three decades of industry experience, Gregory Ricks has led a team of wealth advisors since 2011 as they have helped families navigate the financial decisions that come with every stage of life. Formerly known as Gregory Ricks & Associates, the firm has grown into a respected name in financial services across the Gulf Coast, with offices in Metairie, Mandeville and Gulfport.

Now operating as Gregory Ricks Total Wealth, the firm’s updated name reflects the breadth of services it provides and its holistic financial planning process. While the name has evolved, the company’s approach remains unchanged. Gregory Ricks Total Wealth is driven to help individuals and families build, manage and protect their financial well-being.

“We wanted the community to have clarity about what we do and the high-level financial services we provide,” said Gregory Ricks, founder, CEO and wealth advisor at Gregory Ricks Total Wealth. “The term ‘Total Wealth’ reflects our full planning process — including income planning, investment planning, tax-efficient strategies, estate planning and healthcare planning.”…

Story continues

TRENDING NOW

LATEST LOCAL NEWS