Our Story
Rooted in Heritage.
Committed to Your Future.
Our story is inspired by a legacy of hard work, integrity, and unwavering family values. Founded by David Labourdette Sr., Heritage Lake Advisors emerged from a deep-seated belief in the importance of preserving and growing wealth for the generations to come.
Our Mission
Empowering Generations by
Thinking Deeply and Acting Decisively
Our mission is to empower you to pursue your goals and aspirations with financial confidence. As your trusted partners, we manage your wealth with care, integrity, and fiduciary excellence.
Our Values
Guiding Principles that
Define Our Approach
Our core values form the bedrock of our client relationships and guide every decision we make, helping ensure that your legacy endures and flourishes, wherever you are.
Fiduciary Excellence
We approach every decision with the utmost care and integrity, striving to ensure that our clients’ best interests are always prioritized. Key components of a fiduciary are confidentiality, disclosing relevant information, and avoiding conflicts of interest, we always strive to uphold our duty to act with loyalty and prudence.
Duty of
Care
We use due diligence, gather thorough information, and make informed decisions.
Duty of
Confidentiality
Upholding the confidentiality of all client-related information.
Duty of
Good Faith
Making decisions that are designed to benefit the beneficiary, maintaining confidentiality, and avoiding conflicts.
Duty of
Loyalty
Acting in our client’s interest, striving to avoid personal gain, and disclosing any conflicts of interest.
Duty of
Prudence
Making decisions with the highest degree of care, caution, and skill.
Duty To
Disclose
Providing relevant information that could impact the beneficiary or fiduciary duties.
Fiduciary services are reserved for Advisory clients only.
Clients First
With every interaction and deliverable, we strive to put the other person above ourselves and pursue their best interests. This includes everything from constructing a portfolio, engineering an estate plan, taking a simple phone call about unrelated business, to talking about another when they are not around.
Respect
Collaboration
Integrity
Empathy
Your Team
Our team comprises seasoned financial professionals with diverse experience in investment management, retirement planning, estate planning, and tax planning.
