Client Celebrations


At Presley Wealth Management, we’re committed to treating you like family — and that includes having fun together!

To show you how grateful we are for your business, and trust, we hold a variety of client appreciation events throughout the year, including a “Wine & Wisdom” event every six months. We also send gift baskets to clients who are celebrating a special time in their life — or just to say thank you.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at christy@presleywm.com or call us at 225-791-5773 today!

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Would you like to avoid surprises at tax time?

Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • What the Tax Cuts and Jobs Act could mean for you
  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

Take Charge of Your Taxes

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