Our Philosophy

LeConte Wealth Management exists because we wanted to offer you an alternative to the traditional Wall Street options. Today, there are more choices available to more investors than ever before. But there are flaws inherent in this system, such as big-name firms that only sell their own big-name products and proprietary research that is influenced by these firms’ business growth goals.

These firms have their own self-interest at heart. We think someone should have yours.

The LeConte Wealth Management Bill of Clients’ Rights:

  • You deserve an investment portfolio free of limited choices and hidden costs and biases.
  • You deserve a financial professional who will treat you as a human being, not as a sales quota.
  • You deserve a financial professional who will make your concerns and goals a priority, and invest according to your plans.
  • You deserve a courteous, attentive financial professional who will work for and with you, not around you.
  • You deserve a financial professional who stays updated on the best practices in the growing complexity of financial issues.
  • You deserve the peace of mind that comes from knowing that your money is working toward your dreams and aspirations.
  • You deserve to have your assets actively managed and monitored.
  • You deserve to be updated regularly about your portfolio’s performance.
  • You deserve prompt and courteous answers to your questions, responses to your requests, and detailed explanations on any of your concerns.

Our History

We founded LeConte Wealth Management in 2007 because we felt that many investors were being underserved by the typical Wall Street model of investment firm: the one where they sell you their own products in order to meet their target sales goals, not your financial ones. We think we’ve greatly improved upon the model.

We offer you an environment where you can feel confident:

  • That you can expect prompt replies from us to your directions or inquiries
  • That your money is working toward your goals effectively
  • That your wishes and opinions will be respected
  • That your needs are taken into account
  • That your investments are recommended because they are best for you, not for some corporation.
  • That you have access to unbiased research and information to help you make informed decisions.

LeConte Wealth Management is a Registered Investment Advisor. We recommend that our clients custody their accounts at TD Ameritrade Institutional, one of the premiere financial firms in the United States. This partnership ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

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  • 1 865 379-8200