Company Overview
Company Name
TriCoast Wealth Management
Address
17431 Jefferson Hwy Ste B, Baton Rouge, LA, 70817, United States
Website
tricoastwealth.comPhone
(225) 292-5575Approx. Annual Revenue
$1.1M
Employees
5
Established
2013
Google Reviews
5.0 (1 review)
Google Business Category
Financial planner
About TriCoast Wealth Management
TriCoast Wealth Management is a full-service Wealth Management and Insurance firm based in Baton Rouge, Louisiana. Founded in 2013, the company provides first-class personalized guidance for individuals, retirees, physicians, businesses, and business owners, focusing on wealth creation, management, and preservation.
Business Profile
Read from the TriCoast Wealth Management website on Oct 14, 2026. Hover an item to see the exact wording it came from.
About the website
- Website quality (AI-assessed)
- 7/10 · Contact form present; No imagery on site
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Frequently Asked Questions about TriCoast Wealth Management
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Social Profiles
Key Decision Makers
James Dubnansky Owner