About Becker Suffern McLanahan, Ltd.
<p>Four-person BSM Wealth advises retirement plans and private clients from Mandeville on the north shore of Lake Pontchartrain in the New Orleans metro area.</p> <p>Becker Suffern McLanahan, Ltd. is a financial planning and investment management firm that works with individuals, families, businesses, and employers. The team includes principals Patrick W. Suffern, Brian P. Becker, and Timothy McLanahan, whose backgrounds include private wealth management, retirement plan consulting, and estate planning.</p> <p>For employers, the firm supports plan sponsors with plan design, investment selection, and plan administration, with an emphasis on fiduciary practices and compliance work. On the personal planning side, BSM Wealth handles financial planning, retirement planning, investment planning, estate planning, and executive benefits.</p> <p>What sets the firm apart is its mix of retirement plan consulting and estate-planning experience under one small, partner-led team.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> support for employers and individuals</li> <li>Plan design for workplace retirement plans</li> <li>Fiduciary audit support</li> <li>Compliance services for plan sponsors</li> <li>Investment selection and plan administration guidance</li> </ul>
Website: https://www.bsmwealth.com/
Employees: 4
Office Locations
- Mandeville, LA (Headquarters)
Accreditations & Certifications
- AIF®
Services Offered
- Plan Design Consulting
- Fiduciary Audit Services
- Compliance Services
Team Members
- Diane N Satter, Director of Insurance Solutions
- Trey Suffern, Financial Advisor, CFP®, CLU®, CPFA™
- Karen Perilloux, Client Service Specialist
- Joseph Crapanzano, Strategic Advisor, III
- Laura Barrilleaux, Client Service Specialist
- Trevor Colbert, Retirement Relationship Specialist
- Ronda Rossley, Administrative Assistant
- Hannah Tufts, Director of Financial Planning, CFP®
- Trisha Vogt, Administrative Assistant