Menard Wealth Management

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Menard Wealth Management We are a Financial Services firm located in Louisiana. You spend your life working to accumulate and grow your assets. (225) 216-0430
(888) 989-0484

However, an unpredictable market and an ever-changing tax policy structure create an intricate web of variables that can pose significant challenges as you attempt to maintain and increase your wealth. Menard Wealth Management can help you protect your assets from the challenges these variables create. With our team on your side, your retirement plan will evolve from a general strategy to a fully integrated plan of action. Your plan will incorporate both individual circumstances and contingency plans as we can pool knowledge from our diverse skills in financial planning, investment management, insurance, tax planning strategies, and estate planning strategies. The combined efforts of our dedicated team members will provide you with a cohesive plan that is customized to work for your specific needs. We can help you work to protect, manage, transfer, and potentially increase your assets. Our mission is to assist you in the pursuit of accumulating and preserving wealth for yourself and your loved ones. We pursue this goal by providing quality advice and service. Our success will be determined by having a genuine understanding of our clients' values and goals and delivering innovative strategies and unparalleled service to help make those goals a reality. At Menard Wealth Management, the diverse financial skills and focus of our financial professional network allows us to provide integrated financial management to our clients. We provide clients with the advantage of numerous financial management services that can coordinate your investment, financial, tax and estate planning strategies. Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CA,FL,LA,MS,TX. We are registered to sell Securities in AR,CA,FL,LA,MS,TX,VA. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

A Family's Guide to a Safer, Still-Spooky Halloween Halloween is one of those nights that's genuinely fun for the whole ...
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A Family's Guide to a Safer, Still-Spooky Halloween Halloween is one of those nights that's genuinely fun for the whole family — costumes, candy, decorated porches, the works. It's also a night with more foot traffic, more cars, and...

10/20/2026
The Big Mac Index turns forty this year. Forty years old and still fun to explain at parties. Check out what this classi...
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The Big Mac Index turns forty this year. Forty years old and still fun to explain at parties. Check out what this classic burger can tell us about the purchasing power of our dollar.

Read the latest issue of Financial Watch here:
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Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate ...
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Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

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10/18/2026

It’s National Estate Planning Awareness Week!

Estate planning isn’t just for the wealthy or the retired—it’s for anyone who wants to protect their loved ones and help ensure their wishes are honored.

Having a plan in place can help provide peace of mind for you and your family. ❤️

Here are a few important items to consider: ✅ Will: Help ensure your assets are distributed according to your wishes. ✅ Power of Attorney: Identify someone you trust to make financial decisions if needed. ✅ Healthcare Directives: Document your medical wishes. ✅ Beneficiary Designations: Make sure your accounts are aligned with your overall plan. ✅ Legacy Planning: Think about the financial future you want to leave behind.

💡 Life is unpredictable, but your planning doesn’t have to be. Taking small steps today can make a big difference for the people you care about tomorrow.

At Menard Wealth Management, we believe financial planning is about more than building wealth—it’s about protecting what matters most.

📞 Is your estate plan up to date? Now is a great time to review it!

Rising costs can strain even the most carefully planned retirement. Discover six strategies to reduce inflation risk and...
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Rising costs can strain even the most carefully planned retirement. Discover six strategies to reduce inflation risk and safeguard your financial stability.

From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.

Address

9191 Siegen Lane Unit 6B
Baton Rouge, LA
70810

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

Telephone

+12252160430

Website

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