Bellingrath​
Bellingrath Wealth Management & Employee Benefits is a boutique firm based in New Orleans that offers the personal attention that our clients deserve.​
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Our Planning Process
Whether it's an individual seeking guidance on how to better pursue personal financial goals or a company wanting to make sure that it's spending it's benefit dollars wisely.
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Our Services
The Bellingrath Team focuses on financial and estate planning, retirement planning, employee benefits, and planning for businesses and their owners.
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Welcome to Bellingrath

Bellingrath Wealth Management & Employee Benefits is a boutique firm serving businesses and individuals based primarily in the southeastern part of the United States since 1977.

Our goal is to provide you with relevant information and guidance so that you can make well-informed financial decisions.

We recognize every client is unique and, therefore, take a personalized team approach to providing guidance.

At Bellingrath, we take pride in our independence. We are not obligated to promote any specific investment or insurance product.

Our team has combined experience of over 60 years. We can consult with your tax and legal professionals in order to provide a well-rounded financial plan.

Comprehensive Wealth Planning &
Employee Benefit Management

Bellingrath Wealth Management and Employee Benefits provides guidance to individuals and businesses to help pursue their financial goals. ​

The Bellingrath Team focuses on financial and estate planning, retirement planning, employee benefits, and planning for businesses and their owners.

Our Team

Chartered Life Underwriter, Chartered Financial Consultant®
Founding Principal

Wealth Manager & Partner

Wealth Manager

Advisor Support Specialist

Client Services Associate

Client Services Associate

Blog

Retirement

The New Normal Retirement

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until

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