Who We Are
TWRU Private Wealth Management is an independent, fee-only financial planning and investment advisory firm that specializes in guiding business owners and professionals from the first stages of affluence to the super-affluent status held by multi-millionaires.
We understand the particular needs of high-net-worth clients and have developed a highly specialized practice while working with these individuals. TWRU Private Wealth Management was founded in response to a need envisioned by the partners of the Baton Rouge CPA firm, Thomas, Ragusa, Wilson, Uffman & Co. Certified Public Accountants. In 2001 a formidable alliance was established with the CPA firm to specialize in helping business owners, professionals, and retirees — and their families — make smart decisions about their money.