Who We Are

Our goal is to help clients take their complex financial lives and make them simpler and more tangible.

We believe you shouldn’t have to navigate your financial future alone. Our mission is to come alongside you and your family with the guidance, education, and personal care you deserve. We’re here to listen, help you make confident decisions, and walk with you through every stage of your financial journey—so you can worry less about money and focus more on the life you’re building together.

Lorenzo Treadway

Owner

Lorenzo is an experienced Financial Advisor, the owner of Pelican Wealth Management, and co-founder of Pelican Wealth Tax Advisors. Born and raised in Monroe, Lorenzo is deeply connected to the community he serves. He attended Neville High School before continuing his education at Louisiana Tech University.

In addition to his financial advisory expertise, Lorenzo recently earned his Enrolled Agent (EA) certification, expanding his ability to assist clients with tax-related planning and strategies. This additional expertise allows him to take a more comprehensive approach to wealth management, considering the potential tax implications of financial and investment decisions.

Lorenzo places a strong emphasis on investment management and believes that a successful investment strategy should be tailored to each client’s individual goals, risk tolerance, time horizon, and overall financial situation. He works closely with clients to develop and manage diversified investment portfolios designed to support their long-term objectives. His approach focuses on thoughtful portfolio construction, disciplined investment management, risk management, and ongoing monitoring as clients’ needs and market conditions evolve.

Rather than taking a one-size-fits-all approach, Lorenzo takes the time to understand what matters most to each client and incorporates those priorities into their overall financial strategy. He believes investment management is not simply about selecting investments, but about creating a disciplined plan designed to help clients pursue their goals while managing the risks that come with investing.

Lorenzo takes pride in helping clients make informed financial decisions and values the trust built through honest advice, personal relationships, and long-term service. His goal is to serve as a trusted financial partner for his clients, providing personalized guidance and investment management throughout the many stages of their financial lives.

Are you ready to take control of your financial well being?

If you’re ready to take the next step toward financial independence, we’re ready to help. Working together is easy with our client-driven approach in which we will develop a plan based on your unique needs.

Let’s start a conversation