Financial Planning with a Focus on Relationships
When Tom Hassell founded Hassell Wealth Management in 2006, he envisioned an advisory firm that was centered in relationships. The firm would provide financial planning and investment management throughout the Gulf Coast of Louisiana while cultivating long-term relationships with clients based on trust and accountability.
We believe our firm has been successful in that mission, even as we have evolved to meet the needs of our clients. As a fee-only Registered Investment Advisor (RIA), we are committed to upholding our fiduciary duty to always act in your best interests. As a family-run firm, we pride ourselves on our independence, and our multi-generational perspective is designed to give you confidence that our team will be here for you, both now and in the future.
Why Hassell Wealth Management
We build financial plans based on a threefold mission of providing clarity, strategy, and accountability. We also stand out from other financial advisors by being:
Fee-Only and Fiduciary: We are legally bound to offer recommendations that put your interests above our own.
Transparent: We are open and transparent about what our services cost so you are never left wondering about the value you are receiving.
Thorough: We focus on more than just investments. Our financial services are both comprehensive and personalized to your needs.
Goals-Based: Rather than managing your investments based on an arbitrary index benchmark, we will build a portfolio customized to your financial goals.
Patient: We are not here to rush you through a financial plan—we take time to get to know you and your situation so you can feel comfortable that our recommendations are based on your needs.
Multi-generational and Team-Based: Our team members will work closely with one another to serve you. We plan to be here for the long term and have built a firm to meet your needs throughout the various stages of your life.
Meet the Team
Tom Hassell, CLU®, ChFC®
Founder, Wealth Advisor
Sasha Anikina Hassell, CFP®, CLTC
Wealth Advisor
Stephen Hassell, CFP®
Wealth Advisor
Katie Cuccia Hebert, MBA, CFP®
Wealth Advisor
Shelley Ferro, CFP®
Wealth Advisor
Kelly Gaudet
Operations Associate
Eric Stein, CFA
Chief Investment Strategist | Partner, East Bay Investment Solutions
Tammy Allemand
Director of Operations
Danielle LeBoeuf
Operations Associate
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.