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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