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
Investment Strategist Team Joins Hassell Wealth Management
Hassell Wealth Management
Investment Strategist Team Joins Hassell Wealth Management
Hassell Wealth Management

Houma, La.-based Hassell Wealth Management announced its new investment strategy and research partnership with East Bay Investment Solutions.

Hassell Wealth Management
Video: Qualified Charitable Distribution Overview
Stephen Hassell, CFP®
Video: Qualified Charitable Distribution Overview
Stephen Hassell, CFP®

In this video we talk about a financial planning concept or tax planning tool called qualified charitable distributions. You may hear of it referred to as QCD for short.

Stephen Hassell, CFP®
Can I Deduct My Damage from Hurricane Ida on My Tax Return?
Katie Cuccia Hebert
Can I Deduct My Damage from Hurricane Ida on My Tax Return?
Katie Cuccia Hebert

If you sustained more damage in Hurricane Ida than insurance covered, here’s what you need to know about deducting those losses on your tax return.

Katie Cuccia Hebert
Should I Pay Off My Mortgage Early?
Gary J. Birdsall, Jr., JD, CFP®
Should I Pay Off My Mortgage Early?
Gary J. Birdsall, Jr., JD, CFP®

Paying off your mortgage sounds like a good idea, but it probably isn’t the best use of your money. Here’s why.

Gary J. Birdsall, Jr., JD, CFP®
Hassell Wealth Management’s Katie Cuccia Hebert Is Awarded CFP® Certification
Hassell Wealth Management
Hassell Wealth Management’s Katie Cuccia Hebert Is Awarded CFP® Certification
Hassell Wealth Management

Katie Cuccia Hebert, a Wealth Advisor at Hassell Wealth Management in Houma, LA, has been awarded the highly regarded CERTIFIED FINANCIAL PLANNER™ mark.

Hassell Wealth Management
Video: Why Should I Diversify?
Katie Cuccia Hebert
Video: Why Should I Diversify?
Katie Cuccia Hebert

Why should you own a bunch of different stocks when you can invest in just the best-performing companies? Watch this video to learn why diversification matters.

Katie Cuccia Hebert
Making Sense of Storm-Related Insurance Claims
Hassell Wealth Management
Making Sense of Storm-Related Insurance Claims
Hassell Wealth Management

Whether you are dealing with insurance claims due to Hurricane Ida or another storm, these tips can help.

Hassell Wealth Management
Why Everyone Needs a Financial Plan
Gary J. Birdsall, Jr., JD, CFP®
Why Everyone Needs a Financial Plan
Gary J. Birdsall, Jr., JD, CFP®

A financial plan can address all aspect of life related to money.

Gary J. Birdsall, Jr., JD, CFP®
Hassell Wealth Management Welcomes New Wealth Advisor
Hassell Wealth Management
Hassell Wealth Management Welcomes New Wealth Advisor
Hassell Wealth Management

Hassell Wealth Management, a Houma, La.-based RIA, has added Gary J. Birdsall, Jr., JD, CFP®, to its team of Wealth Advisors.

Hassell Wealth Management
Video: Gifting Appreciated Shares
Stephen Hassell, CFP®
Video: Gifting Appreciated Shares
Stephen Hassell, CFP®

If you are charitably inclined and have appreciated shares, watch this video to learn how to get a double tax benefit for your charitable gifts.

Stephen Hassell, CFP®

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.