Wealth advice for your life's goals

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Jacque Kuchta, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KS
- KY
- LA
- MA
- MN
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Jacque has more than 35 years of experience in the financial services industry. He is a graduate of Louisiana State University with a Bachelor of Science degree in Business Administration, concentration in Finance. Jacque holds the Certified Exit Planning Advisor designation, and his primary areas of focus are portfolio construction, security research analysis and selection, estate planning and business succession planning.
- Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Louisiana State University, B.S. Business Administration, Concentration in Finance
- Certified Exit Planning Advisor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Scott Curole, CFP, CRPC, CDFA, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MN
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Scott started his career in the financial services industry in 1999 and has more than 24 years of experience. He is a graduate of Louisiana State University with a Bachelor of Science degree in Finance. Scott holds the CERTIFIED FINANCIAL PLANNER™ certification, Certified Exit Planning Advisor, Certified Divorce Financial Analyst, as well as the Chartered Retirement Planning Counselor designation. His primary areas of focus are comprehensive wealth management services and retirement income planning.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Louisiana State University, B.S. Finance
- Certified Divorce Financial Analyst
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
- Certified Exit Planning Advisor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Christopher Riess, CEPA

Account Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MN
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Chris joined the team in 2018 and has more than 5 years of experience in the financial services industry. He is a graduate of College of Charleston with a Bachelors of Arts in Communication. He also holds a Master of Management in Energy from Tulane University’s A.B. Freeman School of Business. Chris holds the Certified Exit Planning Advisor Designation, and his primary areas of focus are research and assisting clients with a comprehensive wealth management plan.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- College of Charleston, B.A. Communication
- Tulane University’s A.B. Freeman School of Business, Master of Management in Energy
- Certified Exit Planning Advisor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Belinda Laws

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KS
- KY
- LA
- MA
- MN
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Belinda is a Senior Registered Client Service Associate with over 41 years of experience in the financial services industry. She holds Series 7 and 66 licenses. A graduate of Southern University, Belinda's primary area of focus is providing excellent client service and satisfaction.
- Southern University
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Laurie Buckland

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KS
- KY
- LA
- MA
- MN
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Libby is a Senior Registered Client Service Associate with over 39 years of experience in the financial services industry. She holds Series 7, 63 and 65 licenses. A graduate of the University of Texas, Libby's primary focus is client service, account administration and reporting. She also has experience in stock option and equity plan services.
- University of Texas
909 Poydras Street
Suite 2900
New Orleans, LA 70112

Jacque Kuchta, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KS
- KY
- LA
- MA
- MN
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Jacque has more than 35 years of experience in the financial services industry. He is a graduate of Louisiana State University with a Bachelor of Science degree in Business Administration, concentration in Finance. Jacque holds the Certified Exit Planning Advisor designation, and his primary areas of focus are portfolio construction, security research analysis and selection, estate planning and business succession planning.
- Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Louisiana State University, B.S. Business Administration, Concentration in Finance
- Certified Exit Planning Advisor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Scott Curole, CFP, CRPC, CDFA, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MN
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Scott started his career in the financial services industry in 1999 and has more than 24 years of experience. He is a graduate of Louisiana State University with a Bachelor of Science degree in Finance. Scott holds the CERTIFIED FINANCIAL PLANNER™ certification, Certified Exit Planning Advisor, Certified Divorce Financial Analyst, as well as the Chartered Retirement Planning Counselor designation. His primary areas of focus are comprehensive wealth management services and retirement income planning.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Louisiana State University, B.S. Finance
- Certified Divorce Financial Analyst
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
- Certified Exit Planning Advisor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Christopher Riess, CEPA

Account Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MN
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Chris joined the team in 2018 and has more than 5 years of experience in the financial services industry. He is a graduate of College of Charleston with a Bachelors of Arts in Communication. He also holds a Master of Management in Energy from Tulane University’s A.B. Freeman School of Business. Chris holds the Certified Exit Planning Advisor Designation, and his primary areas of focus are research and assisting clients with a comprehensive wealth management plan.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- College of Charleston, B.A. Communication
- Tulane University’s A.B. Freeman School of Business, Master of Management in Energy
- Certified Exit Planning Advisor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Belinda Laws

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KS
- KY
- LA
- MA
- MN
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Belinda is a Senior Registered Client Service Associate with over 41 years of experience in the financial services industry. She holds Series 7 and 66 licenses. A graduate of Southern University, Belinda's primary area of focus is providing excellent client service and satisfaction.
- Southern University
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Laurie Buckland

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KS
- KY
- LA
- MA
- MN
- MO
- MS
- MT
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Libby is a Senior Registered Client Service Associate with over 39 years of experience in the financial services industry. She holds Series 7, 63 and 65 licenses. A graduate of the University of Texas, Libby's primary focus is client service, account administration and reporting. She also has experience in stock option and equity plan services.
- University of Texas
909 Poydras Street
Suite 2900
New Orleans, LA 70112

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Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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2023 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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Wealth advice for your life's goals

Pursuing your goals together

Jacque Kuchta, CEPA

Scott Curole, CFP, CRPC, CDFA, CEPA

Christopher Riess, CEPA

Belinda Laws

Laurie Buckland

Jacque Kuchta, CEPA

Scott Curole, CFP, CRPC, CDFA, CEPA

Christopher Riess, CEPA

Belinda Laws

Laurie Buckland

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Focus on liquidity management

CIO House View monthly livestream

UBS and Credit Suisse—stronger than ever

2023 tax planning guide

Backed by the strength of UBS

A global leader in wealth management

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