Estate & Trust Services
I work with your existing family attorneys, CPAs, and other trusted advisors as well as offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. LPL Financial and East Pointe Wealth Advisors Inc., do not offer legal advice or services. Please consult your qualified attorney for legal matters.
Read about Estate Planning In Louisiana.
Discover the types of Trust Instruments.
“With time being the most valuable resource in existence, my aim is to maximize the potential of your assets.
My passion centers on guiding you to optimal outcomes through a tailored, carefully thought-out course of action so that you can confidently make the most efficient use of your time doing what brings you joy.”
Garrett K. Norton
