A Fiduciary Perspective on Investing

Risk Adjusted

Customized Solutions

Bring Your Future
Into Focus

Feel Valued, be Rewarded

Exceeding Your

Create a Financial Strategy Together

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.
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

Creating Your Legacy
May 26, 2023
Creating Your Legacy
One of our retired clients approached us earlier this year asking about leaving a legacy. They were reflecting on their estate plan and how to create a lasting impact for causes they were passionate about. We created a strategy using a Donor Advised Fund to help them align their charitable giving with their goals, maximize...
Credit Card Debt – Consumer Debt at its Worst
May 18, 2023
Credit Card Debt – Consumer Debt at its Worst
The Federal Reserve Bank of New York just released their household debt and credit report for the first quarter of 2023, and the results were startling. Total consumer debt rose to a record $17.05 trillion in the first quarter of 2023, an increase of $148 billion, or 0.9%, from the fourth quarter of 2022. Consumer...
College Graduation – What Has Changed in 230 Years
May 12, 2023
College Graduation – What Has Changed in 230 Years
Graduation Time! My daughter graduated from law school last weekend. She has a job lined up with a family law practice in Phoenix, so she’ll be taking the bar exam later this summer out west. My wife and I are proud of her academic accomplishments and the hard work that she put into it. Hard...
Painting your own picture
May 9, 2023
Painting your own picture
This week is going to be a busy week for me. As many know, I have three sons and the school year is ending for all of them. It’s especially important to my middle son who is wrapping up his high school baseball career and will be graduating on Friday. It’s kind of amusing to...
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.