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.
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.
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.
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.
2015 is memorable for several reasons. A grainy picture of a woman’s dress appeared online and made the entire world question its own color perception. (Was it blue and black or white and gold? The debate still lingers.) Meanwhile, in February of that year, the New England Patriots secured a nail-biting Super Bowl win over...
Social Security has been a cornerstone of retirement planning for Americans since its inception in 1935. Signed into law by President Franklin D. Roosevelt during the Great Depression, the Social Security Act was designed to provide financial assistance to retired workers and those unable to work due to disability. At the signing, Roosevelt declared that...
As 2025 begins, it’s an excellent time to take stock of your financial habits and plan for a more secure future. Here are 12 actionable financial changes you can make this year to improve your financial health and build a solid foundation for years to come. 1. Set Clear Financial Goals Define your short-term, medium-term,...
Think about the last five times you went to a restaurant. Were they reservations for fine dining, a weeknight casual dinner, or a quick fast-food stop? Do you remember how satisfied you were with the service? How would you rate the level of service you received? Your impression of service is shaped largely by the...
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LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804