Welcome to Asset One: New Orleans

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

About Our Office

Our office was founded in 1994 to provide personalized portfolio management, strategic planning, and wealth management services for high net worth individuals. We provide our clients with enrichment programs designed to keep them informed, educated, and confident in their investment strategy and financial future.

We understand it is difficult to trust a company with your financial goals and investments. That is why most clients come to us as a referral from a trusted friend.

At our first complimentary meeting we'll get to know one another and understand what we need to accomplish together. During our next meeting, your strategy adviser will suggest options to attain your financial dream. When you are comfortable with our customized approach, we'll begin implementing your plan.

Several advisers of Asset One are proud to be once again be featured as a Five Star Wealth Manager.*

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*Five Star Professional is based on ten objective eligibility criteria. Receipt of the award is not indicative of investment performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee of future investment success. For more information visit fivestarprofessional.com. United Capital, Girard, and Five Star Professional are separate and unrelated companies.

Affiliated offices:

Asset One: Denver

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Tom Baumler
Managing Director
Erwin Buck
Managing Director
Lisa Aldrete
Relationship Manager
Jennifer Edge
Client Service Manager
Martha Robinson
Administrative Manager
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Tom Baumler, CFP®

Managing Director

tom.baumler@unitedcp.com

In addition to providing strategic financial consulting, Tom manages the day-to-day operations of Asset One. Tom began his financial planning career at Financial Architects in 1985 after receiving his Master's Degree from CSU. A CERTIFIED FINANCIAL PLANNER professional since 1988, Tom specializes in business, estate, and insurance planning. While his clients appreciate Tom has an easy-going style, extensive background in business management and financial consulting, enabling him to share seasoned advice to help support client's financial goals. Tom was recognized as a Multi-Year winner of the Five Star Professional Wealth Manager Award.

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Erwin Buck, CFP®

Managing Director

erwin.buck@unitedcp.com

Erwin began working in the financial services industry in 1985 and is now a partner in Asset One, LLC. She considers her work with clients to be a partnership in planning solutions for sustainable financial success.

Buck is a CERTIFIED FINANCIAL PLANNER professional, holds several securities registrations, including Series 7, Series 63 and Series 66, and has a BSBA in Business from Denver University. Erwin was recognized as a Multi-Year winner of the Five Star Professional Wealth Manager Award.

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Lisa Aldrete

Relationship Manager

lisa.aldrete@unitedcp.com

With over 25 years experience in the financial industry, Lisa manages the daily operations of Joe Vizzini's security services. Lisa holds a Series 7 license. She oversees client services for Mr. Vizzini and assists seven brokers by reviewing and processing all investment applications and forms. She is in charge of portfolio income distributions, IRA distributions, processing charitable donations of stock, gifts, re-registration and preparing client reports.

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Jennifer Edge

Client Service Manager

jennifer.edge@unitedcp.com

Jennifer Edge has been with the office for 12 years. She has an Associate Degree in General Studies from Delgado Community College. Her responsibilities include maintaining the interfacing downloads of client activity, and producing and organizing client reports. She also oversees our website and advertising.

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Martha Robinson

Administrative Manager

martha.robinson@unitedcp.com

Martha Robinson has been with the office for 20 years. She earned her BA at SNU in Oklahoma. She has a background in accounting and 11 years experience as manager of a communications company. Hers is often the cheerful voice that welcomes your calls as she interfaces with our clients by handling telephone, appointment, and receptionist duties. She also assists with the various types of insurance products offered through our office. Martha is very conscientious when it comes to client service and makes sure you receive the assistance that you need.

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1120 North Causeway Boulevard, Suite #4
Mandeville, LA 70471
985.727.2834