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

Understanding Revocable Trusts: A Key Tool in Estate Planning
October 1, 2024
Understanding Revocable Trusts: A Key Tool in Estate Planning
Estate planning involves several tools designed to manage your assets effectively, both during your lifetime and after your passing. One of the most flexible and commonly used tools is a revocable trust, also known as a living trust. This legal arrangement can be a powerful way to protect your assets, maintain control over them, and...
Estate Tax Changes Ahead: Is Your Plan Ready?
September 25, 2024
Estate Tax Changes Ahead: Is Your Plan Ready?
What a Summer we have had with the election fast approaching. Often Estate taxes are not an area that I deal with much as the exemption has been so high. For 2024, the exemption is $13,610,000 per person. That makes your average married couple able to pass along $27,220,000 tax-free to the next generation with...
The Dumbest Investment Ever
September 19, 2024
The Dumbest Investment Ever
October is around the corner, so let’s quickly revisit a few memorable stock market events. While September has the worst historical stock performance, investors often remember the 23% drop across two days that culminated on Black Tuesday, October 29, 1929, and the 22.5% one-day drop on Black Monday, October 19, 1987. In the wake of...
Non-Qualified Stock Options: Taxation, Timing, Strategy
September 9, 2024
Non-Qualified Stock Options: Taxation, Timing, Strategy
Non-Qualified Stock Options, or NQSOs, are a popular form of equity compensation that many companies offer to their employees. Over the years, our team has had multiple clients come to us with questions about how they work, how they’re taxed, and, most importantly, how they can best be managed. So, I thought I’d share some...
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.