A Fiduciary Perspective on Investing

Risk Adjusted
Portfolios

Customized Solutions

Bring Your Future
Into Focus

Feel Valued, be Rewarded

Exceeding Your
Expectations

Create a Financial Strategy Together

Dream,
Plan & Enjoy

Purpose Built Planning can help you bring your financial future into focus. Our company leaders explain how it works.

Prioritize Your Goals

Focus on your future not the markets. Remove distractions from your financial choices.

Invest Smart

LeConte Purpose Built Portfolios are designed and managed to help you pursue your goals not market fads.

Wealth Distribution

The transition from accumulating wealth to spending it down in your retirement years is difficult. We have years of experience helping clients make their savings last.

Tax-Aware Investing

We integrate your tax situation onto the investment portfolio construction and management. Tax-exempt municipal bond investing is one of our areas of expertise.
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Let Tomorrow Begin Today

Planning For
The Future

We bring to the table win-win strategies for your financial goals. Your tomorrow is shaped by your choices today.

The better we know you, the more we can do. Aligning your financial strategy to your goals is what we do.

Financial Analysis

Financial Analysis

We build portfolios from investment opportunities that balance your unique risk/reward personality.
Wealth Protection

Wealth Protection

Understanding what your biggest financial risks are and how to protect from them in a sensible way.
Retirement Income

Retirement Income

Save enough, spend right and protect it to make it last. That is our approach to solving the most difficult need of investors as they enter retirement.
Tax Services

Tax Services

Uncle Sam wants your money. We make sure he only gets what he deserves.
Win The Future

Acting in Your
Best Interest

LeConte provides advice to our clients not sales pitches. Everything we do is purpose built around you and your family. When you win, we win too.
Financial Planning
Our technology constantly updates your plan as you pursue your financial goals.
Fiduciary Advice
Acting in your best interests "In all matters, at all times." That is our focus and commitment to our clients.
Producing Income
How much income can you rely on? What will Social Security provide? Turning your company savings plan into a retirement income that will last is a daunting task.
Wealth Preservation
Health issues, market risks and taxes are three areas that can have a sudden impact on your financial plans. LeConte has the experience to customize the right solution for you.
Our Latest Articles

Financial Friction

Turning Tax Return Challenges into Opportunities
March 28, 2024
Turning Tax Return Challenges into Opportunities
This is a busy time of year in the tax and financial planning world. With the deadlines of taxes looming, my schedule fills up fast with a constant stream of high school baseball games. Between tax season and sports commitments, there’s barely a spare moment from February to April 15th. Many people can relate to...
Automation: Free Your Mind
March 20, 2024
Automation: Free Your Mind
In today’s fast-paced world, time is precious, and finding ways to reduce stress and worry is crucial. One effective solution is automation, particularly when it comes to managing your finances. Over the past decade, I’ve had numerous discussions with friends and family about simplifying their financial responsibilities. While many express concerns about security, it’s important...
Understanding UTMA Accounts and When to Use Them
March 11, 2024
Understanding UTMA Accounts and When to Use Them
We recently onboarded a new client that was interested in saving money for his children using an UTMA account. He was familiar with 529 College Savings Plans, but wanted another option for his children to access funds during adulthood if they didn’t need the money for college education. We recommended an UTMA account to help...
Last Minute Tax Planning Strategies
March 5, 2024
Last Minute Tax Planning Strategies
Even as the calendar has turned to 2024, there are several things one can do prior to filing taxes to reduce your overall tax liability for 2023. A part of our Purpose-Built Planning Process (which you can find here) involves implementing strategic tax planning opportunities that reduce our client’s tax bill. Some of the more...
Office
William Blount Drive, Maryville, TN 37803
Email us
info@lecontewealth.com
Call us
(865) 379-8200 Voice
(888) 236-6630 Fax (yes, we still use fax. blame the IRS)
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703 William Blount Drive,
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.