Your Financial Life Has Four Dimensions. We Cover All Of Them.
When your investments, your protection, your planning, and your business finances are all working together, the decisions you make in one area stop creating problems in another. That's the kind of advice FourPoints Wealth Partners was built to deliver.
WHAT WE DO
The Full Picture,
Every Time
We built FourPoints around the belief that coordinated advice — where every piece of your financial life informs the others — produces better outcomes than advice that treats each piece in isolation.
WHO WE SERVE
Who We Work With Best
Our clients tend to share a few things in common. They've built real wealth, whether through a business, a career, or disciplined saving over time. They want advice that accounts for the full complexity of their financial life, not just one corner of it. And they're looking for an advisor who will work alongside them as a genuine partner, not just a vendor they check in with once a year.
- Successful business owners who need advice that works on both sides of the balance sheet.
- High-net-worth individuals who have accumulated meaningful wealth and want a coordinated strategy to protect and grow it.
- Mid-career professionals between 35 and 65 who are serious about maximizing what they've built.
- Clients in transition navigating retirement, a business exit, or managing an inheritance.
How We Help
What We Do For You
FourPoints is built around six areas of service, each connected to the others by the same coordinated approach that defines how we work.
Financial Planning
Advising on the full scope of your financial life so every decision fits within a broader, coherent strategy.
Retirement Planning
Helping you pressure-test your retirement strategy so you're confident you're maximizing every opportunity available to you.
Group Retirement
Plan Advisory
Designing and advising on company retirement plans that serve your employees and your own financial picture.
Investment Advisory
Building and maintaining a portfolio strategy that reflects your timeline, your risk tolerance, and your broader financial situation.
Life Insurance Solutions
Making sure the coverage you carry is doing real work within your overall financial plan, not just filling a checkbox.
Business Owner Guidance
Advising on the decisions that live at the intersection of personal and business finance, from exit planning to ownership transitions.
ABOUT US
Built on Six
Decades of Trust
FourPoints Wealth Partners grew out of Dupre Carrier Godchaux Insurance Agency, one of Louisiana's most established insurance and financial services firms, with a history that spans more than six decades. The financial services side is newer. It began in 2005, when Joe, his brother, and their partners purchased the agency from their father and his partners. Our advisors bring together deep knowledge across planning, investments, and protection, and we work together the same way we ask your finances to work together, as one coordinated whole.
why plan?
Because your time is your most
valuable asset. Spend it wisely.
Step 2
Discovery Session
We go deep on your goals, your situation, and what matters most to you.
Step 3
Recommendations & Implementation
We present a plan built around your full financial picture and put it to work.
UPCOMING EVENTS & RESOURCES
Headline About Resources
Stay informed with the latest insights, market updates, and financial planning guidance from the FourPoints team.
Reviewing Your Life Insurance Needs
How Will Working Affect Social Security Benefits?
9 Facts About Retirement
START THE CONVERSATION
Take The First Step
Towards Your Future
If you've been looking for an advisor who looks at everything, not just one piece, we'd like to hear from you. Reach out to schedule an intro call and take the first step toward a financial plan that actually holds together.