Toups Wealth Management

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Toups Wealth Management Toups Wealth Management LLC is a fiduciary wealth management firm Investment Management. Business Owner Services. Retirement Income Planning. Insurance.

Multi-Generational Estate Planning. Securities offered through LPL Financial, Member FINRA/SIPC. Market commentary or content is for informational purposes only. Please contact your financial advisor for advice about your specific situation. Past performance is not indicative of future results and investing involves risk and possible loss of principal capital. Investment advisory services offered through NewEdge Advisors LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Toups Wealth Management and its representatives are properly licensed or exempt from licensure and no advice may be rendered by NewEdge Advisors, LLC dba Toups Wealth Management unless a client service agreement is in place. Third party content does not reflect the views of NewEdge Advisors, LLC or LPL Financial and have not been reviewed by either entity for accuracy or completeness. NewEdge Advisors, LLC and Toups Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.toupswm.com/.

📋 Happy Estate Planning Day! 🏡Estate planning isn’t just about what happens to your assets after you’re gone, it’s about...
10/21/2026

📋 Happy Estate Planning Day! 🏡

Estate planning isn’t just about what happens to your assets after you’re gone, it’s about protecting the people you love, making your wishes known, and providing peace of mind for the future. ❤️

Having the right documents in place can make all the difference when life takes an unexpected turn. Essential documents may include:

✅ A Will or Trust – to help ensure your assets are distributed according to your wishes.

✅ Financial Power of Attorney – to designate someone you trust to manage financial matters if you’re unable to do so.

✅ Healthcare Power of Attorney – to name someone who can make medical decisions on your behalf if needed.

✅ Advance Healthcare Directive – to communicate your wishes regarding medical care.

✅ Beneficiary Designations – to help ensure your accounts and policies are directed to the people you choose.

✨ Don’t wait for a life-changing event to start planning. Having these important documents in place can help reduce uncertainty, ease the burden on loved ones, and ensure your wishes are understood and respected.

Estate planning is one of the most meaningful gifts you can give your family: clarity, preparation, and peace of mind.

📅 Take a moment today to review your documents or take the first step toward getting them in place. Your future, and your loved ones, will thank you!

🎉 Happy National Boss’s Day! 🎉Today, we’re celebrating and recognizing our two outstanding financial advisors for their ...
10/16/2026

🎉 Happy National Boss’s Day! 🎉

Today, we’re celebrating and recognizing our two outstanding financial advisors for their leadership, dedication, and commitment to helping our clients build a confident financial future.

Thank you both for the guidance, knowledge, and care you bring to our team and the clients we serve every day. We’re grateful for your leadership and all that you do to make a difference!

Wishing you both a wonderful Boss’s Day! 👏

10/12/2026

Happy Columbus Day!

Today, we recognize the spirit of exploration, discovery, and new beginnings. These same qualities are important when it comes to financial planning- setting goals, exploring opportunities, and building a path toward a confident financial future.

As you enjoy the holiday, take a moment to reflect on your financial goals and the steps you can take toward achieving them.

Wishing you and your family a happy, safe, and enjoyable Columbus Day!

💚 World Mental Health Day – October 10 💚Your mental health matters. Today, and every day, let’s remind ourselves and tho...
10/10/2026

💚 World Mental Health Day – October 10 💚

Your mental health matters. Today, and every day, let’s remind ourselves and those around us that it’s okay not to be okay. 💚

Let’s break the stigma, start meaningful conversations, listen without judgment, and remind one another that asking for help is a sign of strength, not weakness.

A simple check-in, a kind word, or a listening ear can make a bigger difference than we realize. You never know what someone might be going through behind their smile.

✨ You are not alone. Your feelings are valid. Your mental health matters. And you deserve support.

Let’s create a world where mental health is spoken about openly, compassion is the norm, and everyone feels safe reaching out for help.

💚 Check in on yourself. Check in on others. Be kind — always.

💚

• 988 Su***de & Crisis Lifeline: Call or text 988 for free, confidential, 24/7 support.
• SAMHSA National Helpline: Call 1-800-662-4357 for 24/7 treatment referral and information.

09/30/2026

🎙️ Happy National Podcast Day!

Some of the best financial conversations happen when we slow down, ask questions, and really listen.

Today, we’re celebrating the podcasts that challenge our thinking, teach us something new, and spark meaningful conversations about money, markets, business, and life.

What podcast are you listening to right now that you’d recommend? 👇

Drop your favorite in the comments—we’re always looking for our next listen!

Tracee's Staff Pick- Bible in a Year and Catechism in a Year with Fr. Mike Schmitz

09/29/2026

☕️ It’s National Coffee Day and if you’re hitting that afternoon slump, we’ve got one question:

What’s your go-to coffee order? 👀

Iced or hot? Black or sweet? Latte, cold brew, cappuccino or something totally custom?

Drop your order in the comments and let’s see what everyone’s sipping to power through the rest of the day. ☕️👇

💙 Happy National Sons Day! 💙Being a parent to a son is one of those blessings that makes you stop and appreciate how qui...
09/29/2026

💙 Happy National Sons Day! 💙

Being a parent to a son is one of those blessings that makes you stop and appreciate how quickly life goes by. From the little moments and big laughs to watching them grow, learn, and become their own person; every stage is something to treasure.

As a financial advisors, we spend a lot of time talking about planning for the future, but being a parent reminds us that the future isn’t just about financial goals. It’s about creating memories, being present for the moments that matter, and doing everything we can to give our children a strong foundation for whatever comes next.

Today, we are especially grateful for the love, laughter, and lessons that come with being a parent to a son. 💙

Happy National Sons Day to all the amazing sons out there, and to the parents who are lucky enough to watch them grow. 🥰

💗 Happy Daughter’s Day! 💗Today, we’re celebrating the incredible daughters who bring so much joy, love, and meaning to o...
09/25/2026

💗 Happy Daughter’s Day! 💗

Today, we’re celebrating the incredible daughters who bring so much joy, love, and meaning to our lives.

As a financial planning office, we spend our days helping families prepare for the future and for us, that mission is especially personal. Our advisor and our administrative assistant are both proud parents to daughters who inspire us every day. 👨‍👧

From the big milestones to the everyday moments, there’s nothing quite like watching our daughters grow, dream, and become the amazing women they’re meant to be.

Here’s to all the daughters who make life brighter, and to the parents who are grateful to walk alongside them. 💕

🍂 Happy First Day of Fall! 🍁As the seasons change, it’s a great time to pause, reflect, and prepare for what’s ahead. Ju...
09/22/2026

🍂 Happy First Day of Fall! 🍁

As the seasons change, it’s a great time to pause, reflect, and prepare for what’s ahead. Just like we prepare our homes and routines for a new season, our financial plans can benefit from a little seasonal check-in, too.

Take a moment this fall to review your goals, revisit your financial plan, and make sure you’re still on track for the future you envision.

Wishing you a beautiful first day of fall filled with fresh beginnings, cozy moments, financial confidence, and hopefully cooler weather soon. 🍂☕️

Happy Working Parents Day! 💙💙💙💟Today, we’re celebrating the incredible working parents on our team who are raising schoo...
09/16/2026

Happy Working Parents Day! 💙💙💙💟

Today, we’re celebrating the incredible working parents on our team who are raising school-aged kids while building meaningful careers.

Between early mornings, school drop-offs, homework, activities, busy workdays, and everything in between, working parents are experts at balancing a lot and doing it with heart.

As financial advisors, we know that building a secure future isn’t just about numbers. It’s about creating a financial plan that supports the people and priorities that matter most.

Here’s to all the working parents juggling careers, family, and the countless little moments in between. We see you, we appreciate you, and we’re cheering you on! 🎉

Happy Working Parents Day!

Address

110C Avenue Of Oaks
Destrehan, LA
70047

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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