Navigate Retirement With Confidence

Meet in-person with a financial advisor to discuss retirement income, tax-efficient strategies, investments, and long-term financial planning.

Your Financial Future Starts Here

In-Person. Personal. Purposeful.

  • Locally Grown, Team-Powered
    In your corner, close to home.
  • In-Person Meetings
    with knowledgeable professionals committed to your goals.
  • Certified, Fiduciary-Focused Guidance
    Provided by CFP® and AIF® certified professionals when offering or recommending Investment Advisory products and services.
  • Guidance That’s Easy to Reach
    Multiple convenient locations across the Gulf South.
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Schedule Your Complimentary In-Person Consultation

Tell us a little about yourself so we can connect you with the right advisor and prepare for our meeting together.

  • Getting Started

  • Your Goals

  • Meeting Preferences

  • No Obligation
  • Your Information Is Confidential
  • Personalized Guidance

Why Meet In-Person with Gregory Ricks Total Wealth?

  • Personalized Attention

    Face-to-face conversations tailored to your unique situation.

  • Local Expertise You Can Trust

    Proudly serving Louisiana families with deep community roots.

  • Fiduciary-First Approach

    Independent advice always focused on your best interests.

  • Long-Term Partnership

    We're here for you today and for generations to come.

What To Expect

  • Submit

Schedule Your Consultation

  • Schedule

Confirm Your Appointment Details

  • Meet

Meet Your Advisor In Person

  • plan

Receive Your Personalized Plan

Common Questions

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Next Step?

Let's build a plan for your financial future – together.

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