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Michael F

Series 66

Metairie, LA

Wealthharbor Capital Group, LLC

Michael Fischer is a financial advisor with WealthHarbor Capital Group, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Investment Services LLC since 2024 and has been with Hancock Whitney Bank since 2005, where he manages complex wealth management relationships and serves on company committees. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm employs a proprietary asset-class rotation model and an investment committee to construct portfolios focused on conservative core holdings with tactical allocations, using a variety of investment vehicles including mutual funds, ETFs, equities, option strategies, and fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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Brandon G

Series 65

Metairie, LA

Wealthharbor Capital Group, LLC

Brandon Grandbouche is a financial advisor with WealthHarbor Capital Group, LLC, holding a Series 65 designation and over 21 years of industry experience. He has been with WealthHarbor Capital Group since 2004. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios with a conservative core and tactical allocations aimed at reducing downside risk and volatility.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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Bryan H

CFP®, Series 63, Series 66

Metairie, LA

Wealthharbor Capital Group, LLC

Bryan Hayes is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with WealthHarbor Capital Group, LLC in Metairie, LA, and has previously worked at JP Morgan Chase Bank NA and Hancock Whitney Bank. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm employs a proprietary asset-class rotation model and combines conservative core portfolios with tactical allocations to manage risk and volatility.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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Brian C

Series 65

Metairie, LA

Wealthharbor Capital Group, LLC

Brian Currie is a financial advisor with WealthHarbor Capital Group, LLC, holding a Series 65 designation and six years of industry experience. His prior roles include positions at TCG Advisory Services LLC, Montz Harcus Wealth Management, Iberia Wealth Advisor, Hancock Whitney, and Capital One Wealth Management. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios combining a conservative core with tactical allocations, employing mutual funds, ETFs, equities, option strategies, and fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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