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Monica Breaux-Gwaltney




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Valerie Cathell Clark

VP, Business Development


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Laurie Sherman

VP, Education

About Us

At MVPL Wealth Resource Consulting, LLC, we understand the importance of protecting and preserving family wealth. Our goal is to provide professional and unbiased financial consulting services that help families keep their wealth in the family.

We have a team of experienced advisors who specialize in a variety of areas, from estate planning to trust management. We also offer innovative solutions and strategies to ensure that your family's wealth is protected, preserved, and passed on for generations to come.

'Keep Wealth in the Family'

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We are always looking for new and exciting opportunities. Let's connect.


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