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

Full Tilt
June 14, 2024
Full Tilt
June 20th, as the North Pole tilts 23.44 degrees towards the sun, will mark the 2024 Summer Solstice. The longest day of the year and the shortest night of 2024 in the northern hemisphere happen when the sun sits directly over the Tropic of Cancer. Pagan folklore leads some to wear protective herb garlands to...
Why Did It Take Me So Long?
June 12, 2024
Why Did It Take Me So Long?
Have you ever completed a task and then asked yourself, “Why did it take me so long?” None of us are immune to procrastinating on difficult, unenjoyable, or time-consuming tasks. However, the impact of this procrastination can often be costly. Even financial advisors can let personal money-related items slip. It’s akin to the old saying,...
Vesting In Your Future
May 24, 2024
Vesting In Your Future
Restricted Stock Units (RSUs) are a popular form of employee compensation, especially in high-growth industries like tech. RSUs offer employees a stake in the company without requiring an upfront investment. However, to truly benefit from RSUs, it’s crucial to understand how they work, how to manage them, and the tax implications they carry. With the...
Your Life In Weeks
May 20, 2024
Your Life In Weeks
Happy Graduation! Whether it’s preschool, high school or college, graduation season is in full swing. There are mortarboards flying through the air and many commencement addresses are subjecting students to many motivational slogans on how to seize the day, make a difference, and change the world.    I came across a Your Life in Weeks...
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.