Wealth Planning Law Group

Law Firms & Legal Services · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

101 W Robert E Lee Blvd Ste 404, New Orl...

Phone Number

(504) 212-3440

Revenue

<$5 Million

Industry

Law Firms & Legal Services
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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About Wealth Planning Law Group

Wealth Planning Law Group specializes in private wealth management, focusing on estate planning, tax law, and elder law to help clients secure their financial legacy. Based in New Orleans, LA, the firm serves individuals and families nationwide, particularly those concerned about asset protection from government, taxes, and creditors. With over 30 years of experience, the team aims to minimize income tax burdens and protect clients' estates from excessive taxation. They offer customized legal strategies including wills, trusts, and business succession planning to provide peace of mind for high-net-worth clients.Explore more
Wealth Planning Law Group's Social MediaPopular SearchesWealth Planning Law GroupTodd VillarrubiaVillarrubia ToddVillarrubia Todd MVillarrubia Todd M LLM In TaxationSIC Code 81,811NAICS Code 54,541Show more

Wealth Planning Law Group Org Chart

PhoneEmail
TN
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Director of Concierge Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Planning Law Group

<$5M
1-10
Private
-
2007
TN
Thandolwethu NdlelaDirector of Concierge Client Services
<$5M
1-10
Private
-
2001
CK
Christi KayVice President, Operations
<$5M
1-10
Private
-
1986
SH
Sandra HedekerExecutive Director
<$5M
1-10
Private
<$5M
2006
<$5M
1-10
Private
-
1991
N/A
<$5M
1-10
Private
-
1990
JS
Jennifer SandersChief Growth Officer
<$5M
1-10
Private
-
1999
JB
Jessie BrownLegal Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Law Firms & Legal Services companies

Low Activity

High Activity

Activity Insights

Wealth Planning Law Group is experiencing very low activity levels compared to other companies in the Law Firms & Legal Services sector.

What does this means?

Wealth Planning Law Group is drawing exceptional interest within the Law Firms & Legal Services industry, suggesting notable developments or strong market momentum, learn more about Wealth Planning Law Group.

Wealth Planning Law Group Tech Stack

A closer look at the technologies used by Wealth Planning Law Group

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Frequently Asked Questions Regarding Wealth Planning Law Group

What is Wealth Planning Law Group's official website?
Wealth Planning Law Group's official website is www.lawealthplan.com
What is Wealth Planning Law Group's Revenue?
Wealth Planning Law Group's revenue is <$5 Million
What is Wealth Planning Law Group's SIC code?
Wealth Planning Law Group's SIC: 81,811
What is Wealth Planning Law Group's NAICS code?
Wealth Planning Law Group's NAICS: 54,541
How many employees does Wealth Planning Law Group have?
Wealth Planning Law Group has 1-10 employees
What industry does Wealth Planning Law Group belong to?
Wealth Planning Law Group is in the industry of: Law Firms & Legal Services
What is Wealth Planning Law Group competition?
Wealth Planning Law Group top competitors include: American Academy of Estate Planning Attorneys, Family Estate Planning Law Group, The O'Brien Law Firm, Chambers & Ennis
What technology does Wealth Planning Law Group use?
Some of the popular technologies that Wealth Planning Law Group uses are: WordPress.org, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Wealth Planning Law Group?
Wealth Planning Law Group contact info: Phone number: (504) 212-3440 Website: www.lawealthplan.com
What does Wealth Planning Law Group do?

Wealth Planning Law Group specializes in private wealth management, focusing on estate planning, tax law, and elder law to help clients secure their financial legacy. Based in New Orleans, LA, the firm serves individuals and families nationwide, particularly those concerned about asset protection from government, taxes, and creditors. With over 30... years of experience, the team aims to minimize income tax burdens and protect clients' estates from excessive taxation. They offer customized legal strategies including wills, trusts, and business succession planning to provide peace of mind for high-net-worth clients.Read More

What are Wealth Planning Law Group social media links?
Wealth Planning Law Group Linkedin page Wealth Planning Law Group Twitter page Wealth Planning Law Group Facebook page
Is Wealth Planning Law Group a public company?
Wealth Planning Law Group is private company therefore does not currently have an official ticker symbol
See more information about Wealth Planning Law Group

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