Gregory Ricks Total Wealth Employee Directory

Financial ServicesLouisiana, United States11-50 Employees

Gregory Ricks Total Wealth operates as a financial services advisory in Metairie, Louisiana, offering comprehensive guidance aimed at helping clients reach retirement goals through portfolio strategies, retirement planning, tax-efficient approaches, and estate and legacy planning. The firm emphasizes educating clients about finances and planning for a secure retirement, addressing both investment management and planning needs within a broad advisory framework. Its services are provided by individuals registered to offer investment advisory through AE Wealth Management, with the relationship between AEWM and Gregory Ricks & Associates noted as non-affiliated. The organization positions itself in a professional services niche focused on personalized financial planning and retirement income management, serving individuals seeking structured strategies and guidance for long-term financial security. The company is based in Metairie, within the greater New Orleans area, and operates with a regional footprint typical of small to mid-sized financial advisory practices. A recent development noted in its communications includes addressing power of attorney topics on a public podcast, reflecting engagement with client education beyond traditional advisory services.

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