Upbeat Wealth
(504) 386-3856
2831 Saint Claude Avenue, New Orleans, Louisiana, 70117
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
Fiduciary Fee-Only Financial Planning firm led by Mike Turi and Eddy Jurgielewicz providing actionable financial guidance for families.
As teachers, mentors, and partners, we guide awareness and create financial confidence through advocacy and financial best practices. It is rare that a day goes by without being inspired by our community in New Orleans. Therefore, we feel a keen sense of responsibility as advocates for financial education and to help improve the lives of our neighbors.
As fee-only fiduciary financial planners, you can count on us to remain objective in our advice and always put your interests first. No sales, no commissions. Just thoughtful guidance and transparent pricing.
| Languages | en_GB, en_IN, en_PI, en_UD, en_US |
| Tags | Financial Planning,Fiduciary,Fee-Only,RIA,Financial Advisor,Investment Services,Investment Management,Certified Financial Planner,Equity Compensation,Stock Options,RSUs,Cash Flow,Charitable Giving,Education Plans,Employee Benefits,Entrepreneurship,Family Building,Marriage,Housing,Rental Properties,Legacy Building,Risk Protection,Insurance,Tax Planning |
| Services | Financial Advice,Financial Consulting,Investment Management,Fiduciary Advice,Financial planning |