Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
20 years
Location
Houma, LA
Ash Matson Wealth Partners, Inc.
Team
Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 designation and bringing 20 years of industry experience. He has worked with Prime Investment Partners, LLC and Allocated Alliances, LLC, and also maintains a concurrent career as a medical doctor in Houma, Louisiana. Ash Matson Wealth Partners offers advisory services primarily by recommending third-party advisers to a diverse client base, including individuals and institutions. The firm employs a tailored asset-allocation process and monitors third-party adviser performance without exercising direct investment discretion or custody of client assets.
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.90% $1,000,001 - $4,000,000: 0.75% $4,000,000+: 0.50%
Insurance commissions earned by persons licensed as insurance agents; separate and in addition to advisory fees.
Houma, LA
Houma LA
Advisors at this office
1
Louisiana · Michigan
20 years of industry experience
Ash Matson Wealth Partners, Inc.
2025 - Present • 1 year
Palm City, FL
Prime Investment Partners, LLC
2021 - 2025 • 4 years
Houma, LA
Allocated Alliances
2005 - 2025 • 20 years
Houma, LA
Ralph Bourgeois, MD
1990 - Present • 36 years
Houma, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Houma, LA
Hassell Wealth Management
Mary Lucy Bergeron is a CFP®-certified financial advisor at Hassell Wealth Management with two years of industry experience. She previously worked at Carr Riggs & Ingram and OneDigital Investment Advisers and held roles at Kansas State University of Financial Services. Hassell Wealth Management is an SEC-registered advisory team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $387 million for around 414 clients, applying modern portfolio theory and fundamental security analysis to construct globally diversified portfolios.
ChFC®, Series 63
Houma, LA
Hassell Wealth Management
John Hassell is a ChFC® with 42 years of industry experience. He has been with Hassell Wealth Management since 2018 and previously worked at LPL Financial for 13 years. Outside of his advisory work, he owns a bed and breakfast listed as the Guest House in Gray, Louisiana. Hassell Wealth Management is an SEC-registered advisory team serving individuals, families, businesses, and retirement plans. The firm manages approximately $387 million across diversified portfolios constructed using modern portfolio theory and combines fundamental security analysis with market and economic cycle assessments.
CFP®
Houma, LA
Hassell Wealth Management
Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2018 and previously spent ten years at LPL Financial, LLC. Hassell Wealth Management is a five-advisor SEC-registered team based in Houma, LA, serving individuals, families, businesses, and retirement plans. The firm manages approximately $387 million using modern portfolio theory and fundamental security analysis to create globally diversified discretionary portfolios.
CFP®, Series 63
Houma, LA
Hassell Wealth Management
Alexandra Hassell is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2018. Prior to joining her current firm, she spent five years with LPL Financial, LLC. Hassell Wealth Management is an SEC-registered advisory team managing approximately $387 million for about 414 clients, including individuals, families, businesses, and retirement plans. The firm utilizes principles of modern portfolio theory combined with fundamental security analysis and economic-cycle assessment to construct globally diversified portfolios managed on a discretionary basis.
CFP®, Series 63, Series 65
Houma, LA
Hassell Wealth Management
Katherine Hebert is a CFP® with 12 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2020. Prior to this, she worked at Hancock/Whitney Bank and Hancock/Whitney Investment Services, Inc. from 2017 to 2020, and at Foresters Financial Services from 2016 to 2017. Hassell Wealth Management is a five-advisor SEC-registered team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $387 million for around 414 clients, using modern portfolio theory and a combination of fundamental and market-trend analysis to create globally diversified portfolios.
Series 66
Bourg, LA
Mutual Advisors, LLC
Troy Domangue is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. In addition to his advisory work, he is a professional singer performing locally in his community. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors, and is noted for its extensive institutional work including serving sovereign wealth fund clients.
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