Upbeat Wealth

Upbeat Wealth is a financial planner in New Orleans, Louisiana. The firm provides fee-only financial planning for wealth builders, specializing in helping ambitious young families gain clarity around equity compensation, entrepreneurship, and family planning. Their services include investment management, risk management, life planning, tax planning, and education plans.

The firm utilizes a collaborative, fiduciary approach to help clients streamline and optimize their financial lives. Their process focuses on aligning resources with personal values to create a financial blueprint for life's transitions. Beyond general planning, they offer specific expertise in analyzing savings rates, minimizing tax liability, and managing employee benefits. The team, led by Mike Turi and Eddy Jurgielewicz, acts as purpose-driven partners and educators to help clients navigate complex financial milestones.

Located on St. Claude Avenue, the office is situated near the New Movement Theater and is a short drive from First Pilgrims Ghristian Academy School and St. Paul Lutheran School.

Upbeat Wealth is known for providing actionable financial guidance and serves as a trusted resource for the community. The firm's commitment to providing objective insights and educational resources is reflected in their frequent contributions to local media regarding topics such as mortgage rate trends, student loan repayments, and college savings.

Upbeat Wealth provides intentional, fee-only financial planning for families throughout New Orleans and virtually across the country.