Michael G. Rivas, CFP®, EA Bienvenue Wealth

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 About Michael G. Rivas, CFP®, EA

Bienvenue Wealth is a fee­-only Registered Investment Advisor (RIA) located in the heart of New Orleans, LA. I founded the firm to provide trusted, conflict­-free financial guidance to my clients, serving as a consumer advocate to younger professionals—GenX investors in their 40s and 50s—who are committed to making better financial choices.

As a wealth advisor and Certified Financial Planner (CFP®), I specialize in one thing: helping Gen X investors leverage their assets today to support a secure lifestyle tomorrow. A dedicated member of NAPFA, all of my services are offered on a fee-­only basis. I receive no compensation from any third party—a fact that gives me the freedom to recommend solutions that are right for each client…not someone else’s commission check.

Unlike many advisors who’ve learned financial planning from books alone, I’ve been living and breathing the world of finance my entire career. During my years working on the exchange floors in Chicago, I watched the investment process in action, saw how portfolios really work, and learned how to hedge by the minute—and the second. And I get that there’s more to financial planning than investments alone.

My services are comprehensive. My approach is straightforward. My fees are transparent.

If you like what you see, let’s set up a time to chat and see how we can work together to help you gain clarity for life.

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Recently Published

Creating A Strong Tax Planning Strategy Can Save You Thousands, Here’s How

April 8, 2021

Tax planning is a critical component of your overall financial strategy. Shift your focus from tax-season to tax-year and see the impacts.

The post Creating A Strong Tax Planning Strategy Can Save You Thousands, Here’s How appeared first on Bienvenue Wealth LLC.

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Key Ways The $1.9 Trillion COVID-Relief Bill Will Affect You

March 17, 2021

The American Rescue Plan package was designed to support individuals, families, businesses, municipalities, and the economy at large, which has sustained negative impacts due to COVID-19. Let’s take a look at the main benefits coming your way.

The post Key Ways The $1.9 Trillion COVID-Relief Bill Will Affect You appeared first on Bienvenue Wealth LLC.

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Empty Nesters, Is It Time To Downsize?

March 15, 2021

While downsizing your home can be an attractive option, you’ll want to go in with both eyes wide open. Here's what you need to think about before calling the real estate agent.

The post Empty Nesters, Is It Time To Downsize? appeared first on Bienvenue Wealth LLC.

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Ideal Clients

  • Business Executives
  • Entrepreneurs
  • Family Financial Planning
  • Gen X

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • AUM: 1.25%

SEC Records

States Registered

  • Louisiana

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