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.
bt_bb_section_top_section_coverage_image
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

Decoding Social Security
January 29, 2025
Decoding Social Security
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...
12 Financial Changes to Make in Your Life in 2025
January 22, 2025
12 Financial Changes to Make in Your Life in 2025
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,...
Bad Planning Fosters Bad Service
December 23, 2024
Bad Planning Fosters Bad Service
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...
Isn’t Everyone A Fiduciary?
December 13, 2024
Isn’t Everyone A Fiduciary?
Occasionally, I run across a real-life scenario that demonstrates a topic that I struggle to describe by just its definition. That happened to me recently in dealing with a new client. We explain to our clients that we don’t accept commissions and will act as their fiduciary in all matters. I think most clients assume...
Office
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
Call us
(865) 379-8200 Voice
(888) 236-6630 Fax (yes, we still use fax. blame the IRS)
https://lecontewealth.com/wp-content/uploads/2019/04/img-newsletter-1.png
Subscribe to Our Newsletter

Financial Advice
In Your Inbox

Sign up for our newsletter for timely market and financial planning updates. Simply type in your email address and we’ll include you in our next update.











LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.

4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
Get in touchLeConte Social links
We participate in the online community. Connect with us.

Copyright 2025 LeConte Wealth Management LLC. All rights reserved.

Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.