Wealth Solutions, LLC
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
It May Be Time for a Financial Checkup
How to Retire Early
13
Consultants
39
Years of experience
7
Affiliated Offices
We Stay Focused on Market Trends, so You Don't Have To

Our Mission
Our mission is to help maximize the creation and preservation of the wealth of our clients through a unique, proprietary, and disciplined planning and review process. Working towards a defined financial strategy that allows our clients and their family to retain their income in the case of death or disability. By defining goals, developing a clear picture of the future, and reviewing current positioning we work with our clients to develop a plan and put it into action.

What We Bring to the Table
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
We look forward to working with you!
What We Offer
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Tips and Resources
The latest topics in our library to Inform and Inspire.

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Our Professionals



Jennifer Gerarve, CFP
Vice President, Financial Planning
(985) 653-0182
jgerarve@wealthsolutionsllc.net

Jon Milliken, CEPA®, LUTCF
Business Succession Specialist

Deborah Nebel Fortenberry, ASC
Chief Administrative Officer
(985) 653-0182
dfortenberry@wealthsolutionsllc.net
