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.
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.
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
We build portfolios from investment opportunities that balance your unique risk/reward personality.
Wealth Protection
Understanding what your biggest financial risks are and how to protect from them in a sensible way.
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.
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
Spring Fever
It’s that time of year again. When our cars have this yellow film on them, it’s 75 degrees on Monday and 45 on Tuesday, and we all seem to sneeze a lot more than we did a few weeks ago. It’s Springtime and with the longer days come Easter eggs and blooming flowers. It’s also...
SVB Financial Collapse – Why You Should Care
The events that started to unfold at the end of last week at Silicon Valley Bank (parent company SVB Financial) may seem like a world away from East Tennessee, but it definitely brought flashbacks of the 2008-2009 financial crisis. While the differences are significant between the two events, and to elaborate on those is beyond...
Level Up Your Treasury Trading Game To Max Out Your Yield
Our clients and social media followers know that we have been encouraging savers to pull money from their low yielding bank accounts and put it into short-term Treasury obligations. If you do, you’ll earn more than 5% (annualized) for six month to 12 month terms. When considering your options there are subtle differences between the...
Your Time is Priceless
At this time of year, I always struggle and worry that “there’s not enough hours in the day.” The start of Spring is a convergence of my favorite time personally and my most challenging time professionally. On the work side, tax season runs from the beginning of the year through April. Additionally, it’s baseball season...
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)
(888) 236-6630 Fax (yes, we still use fax. blame the IRS)
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