Skip to main content

  •  
  •  
  •  
  •  Tel: 225-245-5153
  •  Email: andrew@kglcapitalmanagement.com
  •  Tel: 225-245-5153
  •  Email: si@kglcapitalmanagement.com
  •  Tel: 225-245-5153
  •  Email: christophe@kglcapitalmanagement.com

  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Investment Management
    • Insurance
    • Financial Planning
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Investments
  • Blog
  • Contact
 
 
 

    You are here

  1. Home
  2. About
  3. Our Philosophy

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

About

  • Our Team
  • Our Philosophy
  • Our Process

Book a Meeting

Tell a Friend

Si Kora  

Office: 225-663-2670
Cell: 225-266-6638
E-mail: Si@kglcapitalmanagement.com
4782 Prosperity St.  P.O. Box 1220, Saint Francisville, LA 70775

Disclosure

Andrew A. Grezaffi III

Office: 225-245-5153
Cell: 225-718-3022
E-mail: andrew@kglcapitalmanagement.com
4782 Prosperity St. P.O. Box 1220, Saint Francisville, LA 70775

Christophe F. Levasseur

Office: 225-245-5153
Cell: 832-599-5244
E-mail: christophe@kglcapitalmanagement.com
4782 Prosperity St. P.O. Box 1220, Saint Francisville, LA 70775

 

Form ADV Part 3 – Client Relationship Summary

© 2025 KG&L Capital Management, LLC . All rights reserved.

Website Design For Financial Services Professionals