Wealth Management to Help Simplify Your Life

You have goals in life, and your finances are the fuel that can power those goals. Yet those same finances can get complicated, and you have better things to do than become an expert on all the details.

When you partner with us, you will receive the collaboration of a team committed to simplifying your financial life and helping you make informed decisions. Here, you will receive financial planning and investment management with the threefold goal of providing:

  • Clarity about where you want to go

  • Strategy to get you there

  • Accountability to keep you on track

Hassell Team

Fiduciary Financial Advisors Serving the Gulf Coast

We are an experienced team of financial advisors, support staff, and a network of carefully vetted professionals intent on making your goals a reality. Based in Houma, Louisiana, our Registered Investment Advisory firm has been serving the Gulf Coast since 2006, and we plan to be here for the long term. We put our relationships with clients front and center and are absolutely dedicated to our fiduciary obligation to always put clients first.

 

Tell Us About Yourself

 

Pre-retirees & Retirees

Business Owners

Mid-Career Professionals

 

MEMBERSHIPS & ASSOCIATIONS

 
Financial Planning Association
Certified Financial Planner
Dimensional Funds

Recent Blogs

Our Blog
Maximizing Tax Efficiency Through Asset Location
Hassell Wealth Management
Maximizing Tax Efficiency Through Asset Location
Hassell Wealth Management

Learn how to maximize your after-tax investment returns with tax-efficient investing strategies. Discover which assets to place in which accounts.

Hassell Wealth Management
Nine Ways to Support Charities Beyond Writing a Check
Hassell Wealth Management
Nine Ways to Support Charities Beyond Writing a Check
Hassell Wealth Management

Make an impact this holiday season and beyond! Explore nine creative ways to give to charities, from donor-advised funds and QCDs to gifting your time and talents.

Hassell Wealth Management
[Video] Charitable Gift Stacking
Stephen Hassell, CFP®
[Video] Charitable Gift Stacking
Stephen Hassell, CFP®

Looking to optimize your charitable giving for tax benefits? Discover how gift stacking through a donor-advised fund can save you thousands in taxes while supporting your favorite causes.

Stephen Hassell, CFP®
Roth IRAs for Minors: A Powerful Tool for Long-Term Growth
Hassell Wealth Management
Roth IRAs for Minors: A Powerful Tool for Long-Term Growth
Hassell Wealth Management

Wondering how to give your child a financial head start? Learn about Roth IRAs for minors and the benefits of early investing.

Hassell Wealth Management
What Happens to the Stock Market After an Election?
Hassell Wealth Management
What Happens to the Stock Market After an Election?
Hassell Wealth Management

Wondering how the stock market might react after the election? Discover what history shows us about market performance and how to keep your investments on track.

Hassell Wealth Management
Quarterly Investment Commentary—Q3 2024
Hassell Wealth Management
Quarterly Investment Commentary—Q3 2024
Hassell Wealth Management

Our quarterly investment commentary looks at the highs and lows of the quarter and discusses our portfolio positioning headed into the new quarter.

Hassell Wealth Management
Pre-Tax or After-Tax Contributions to Your Employer Retirement Plan: How to Decide
Hassell Wealth Management
Pre-Tax or After-Tax Contributions to Your Employer Retirement Plan: How to Decide
Hassell Wealth Management

Learn how to decide between pre-tax and after-tax contributions to your 401(k), including key tax considerations and strategies for maximizing your retirement savings.

Hassell Wealth Management
What We Talk About When We Talk About Volatility: Magnitude vs. Percentage
Hassell Wealth Management
What We Talk About When We Talk About Volatility: Magnitude vs. Percentage
Hassell Wealth Management

Why do media outlets often use magnitude over percentage when discussing market volatility? Find out why and how to stay grounded by understanding the difference.

Hassell Wealth Management
What Does It Take to Take on Risk?
Hassell Wealth Management
What Does It Take to Take on Risk?
Hassell Wealth Management

Understanding your risk tolerance will help you craft an investment strategy that balances financial goals with peace of mind. Discover how to assess your goals, risk capacity, and composure to find your ideal risk profile.

Hassell Wealth Management
Compound Returns Quick Take
Hassell Wealth Management
Compound Returns Quick Take
Hassell Wealth Management

Discover the power of compound returns for growing your investments over time.

Hassell Wealth Management

Get Started

Let’s discuss how we can serve as a financial partner on your life’s journey. We offer a complimentary introductory call to discuss where you are at, where you want to go, and how we may be able to help you.