Bachelor of Science

Masters of Business Administration

Marc Clark - Financial Advisor in New Orleans, LA | WiserAdvisor.com

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention, from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. 
If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Goss Wealth Management

George is a Partner/Managing Director of investments at Goss Wealth Management, which means his duties include investment management, portfolio management, and financial planning. He has been in the financial services industry for over 20 years and has always been drawn to advising. 
 
George specializes in portfolio management and helps his clients align their investments with their short, medium, and long-term goals. He grew up around the financial industry, with his dad also being a financial advisor. His relationships with his clients are what motivate him every day. 
 
Outside of the office, George is active in the community and works with New Orleans Cooks, a non-profit organization that provides means and assists individuals and families impacted by natural disasters. George and his wife, Amy, reside in the French Quarter. George enjoys spending time with his wife and friends, playing golf, watching bad horror movies, and rooting for the Saints and Tigers.

Through comprehensive planning, we can help you prioritize your goals and develop a strategy that seeks to preserve and grow your retirement assets.

Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you:

- Meet retirement income needs, desires and expenses
- Maintain lifestyle choices and priorities
- Ensure that long-term aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

Under our management, we have the experience to help identify which investments are most appropriate for your specific investment objectives and tolerance for risk. LPL Financial also offers one of the industry's broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.

Goss Wealth Management

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