Presley Wealth Management

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Presley Wealth Management

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PWM is focused on helping people just like you live the lives and retirement they desire and deserve.

Presley Wealth Management was founded with one goal in mind: to help retirees and those nearing retirement plan for their financial future. At Presley Wealth Management, we approach each client individually to assess their unique situation, as no two situations will be the same. Our mission is to clarify each individuals retirement goals and plan in order for our clients to realize their financial dreams and plan for their retirement needs. Our number one focus is providing the best retirement plan for each individual. Our goal is not to sell a product but to sell a retirement plan that will provide guaranteed income over the full course of your retirement. We strive to educate our clients on the best plan for their retirement by using the dozens of retirement products available. We don’t provide a quick fix or a one size fits all retirement plan, we work one on one with each of our clients to identify the best possible fit for their needs. You can catch us on 'Your Money Matters Radio Show" hosted by Christy Smith and Matt Kennedy each Saturday at 9AM and Sunday at 8AM on Talk Radio 107.3 FM (WBRP-FM) and on 1150 AM WJBO each Sunday morning at 9AM. See more at www.presleywealthmanagement.com or www.meetwithusnow.com for at 15-minute complimentary call with one of our advisors.

16/10/2026

It’s Fun Fact Friday! 🍴

This week, we asked the PWM team to share their favorite local restaurant. From sushi to pizza to Italian, we definitely have some good food recommendations around here!

Now we want to hear from you: What’s your favorite local restaurant? Drop it in the comments. 👇

15/10/2026

When it comes to Medicare, timing matters.

Depending on your situation, delaying enrollment could mean paying a late enrollment penalty. Depending on the part of Medicare, some late enrollment penalties can continue for as long as you have that coverage.

The good news? Knowing your enrollment window and understanding how your current coverage affects Medicare can help you avoid an unexpected penalty.

If you’re approaching Medicare eligibility and aren’t sure when you need to enroll, give us a call at 225-791-5773. We’re happy to help you understand your options.

Source: Medicare.gov, Medicare late enrollment penalty information

12/10/2026

Please join us in welcoming Sierra Jimenez to Presley Wealth Management! ✨

Originally from Winnfield, Louisiana, Sierra joins our team as one of our First Impressions Coordinators. In her role, she’ll help create a welcoming experience for our clients and be one of the first friendly faces they see when they walk through our doors.

For Sierra, helping people starts with building genuine connections. She enjoys getting to know others, understanding what’s important to them, and making sure they feel seen, heard, and cared for. That heart for people makes her a natural fit for both her role and our team.

Outside of the office, Sierra loves spending time with her husband Poul, her *adorable* one-year-old son, Mateo, and her family. She also has a passion for interior design and enjoys antiquing, decorating her home, and searching Etsy and Antique Alley for unique finds. You can usually find her gathering inspiration from Pinterest and design magazines for her next project.

We’re excited to have Sierra join the Presley Wealth Management family and look forward to the warmth and care she’ll continue to bring to our clients and our office.

Help us give Sierra a warm welcome in the comments below! 👇

09/10/2026

Retirement can bring plenty of changes and knowing how to navigate them can make a difference.

This weekend on “Your Money Matters,” Christy is talking through some of the changes you may face in retirement and what to keep in mind along the way.

Catch the full conversation this weekend on WAFB and WBRZ!

07/10/2026

The Federal Reserve just raised its benchmark interest rate by 0.25 percentage points, marking the first rate increase since 2023.

Changes in interest rates can have a ripple effect across your financial life, from borrowing costs to savings and investment decisions. While one Fed decision shouldn’t necessarily change your long-term strategy, it’s important to understand how the economic environment is shifting.

At Presley Wealth Management, we believe your financial plan should be built with both your goals and changing conditions in mind.

Source: Federal Reserve, September 16, 2026 FOMC Statement and Summary of Economic Projections.

06/10/2026

Happy One Year Anniversary, Sydney! 🎉

It’s hard to believe it’s already been a year since Sydney joined our team! From the hard work and care she puts into everything she does to the jokes that keep us laughing around the office, Sydney brings so much to PWM each day.

We’re incredibly grateful to have her at PWM and appreciate everything she does for our clients and coworkers. Here’s to one year, Sydney, and many more to come! 💚

02/10/2026

Medicare Open Enrollment is just around the corner! 📅

Open Enrollment runs October 15 through December 7, and it’s a good opportunity to take a fresh look at your coverage for the year ahead.

Plans can change from one year to the next and so can your prescriptions, doctors, healthcare needs, and budget. What worked well this year may still be a good fit, but it’s worth taking the time to review.

Have questions about Medicare Supplement coverage, too? We can help you understand how those options fit into the bigger picture.

If you’d rather not sort through it all on your own, our team is here to help you understand your options.

Give us a call at 225-791-5773 if you’d like to schedule a Medicare plan review.

Source: Medicare.gov, Medicare Open Enrollment

01/10/2026

A look back at September’s markets. 📊

September brought mixed results across the major indexes, with the Nasdaq finishing higher while the S&P 500, Dow Jones and Russell 2000 ended the month lower. Treasury yields also moved higher during the month.

While monthly market movements are worth keeping an eye on, they’re just one piece of a much bigger picture. A long-term financial plan is built for more than a single month in the markets.

Here’s where things stood at the end of September. ⬇️

For informational purposes only. Past performance is not indicative of future results.

Sources: S&P Dow Jones Indices, Nasdaq, Cboe and U.S. Treasury. Data as of 9/30/2026.

29/09/2026

Happy Birthday to Lauren! 🎉

We’re so grateful for the creativity and care she brings to the PWM team each day. Help us wish Lauren a very happy birthday and a wonderful year ahead! 💚🎂

28/09/2026

Selling or stepping away from a business isn’t a decision that starts at the closing table.

On this weekend’s episode of “Your Money Matters,” Christy discussed a few important questions business owners should consider as they look ahead: from the potential tax impact of a sale to how much income they may need in retirement and what they want their next chapter to look like.

The takeaway? A thoughtful exit strategy starts well before you’re ready to make your exit.

📺 Catch “Your Money Matters” every weekend on WAFB and WBRZ for more conversations about the planning decisions that can shape what comes next.

Address

Opening Hours

Monday	08:00 - 16:30
Tuesday	08:00 - 16:30
Wednesday	08:00 - 16:30
Thursday	08:00 - 16:30
Friday	08:00 - 12:00

Telephone

+12257915773

Website

http://www.presleywealthmanagement.com/

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