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

The Festive Frenzy: Navigating FOMO During the Holiday Season
December 1, 2023
The Festive Frenzy: Navigating FOMO During the Holiday Season
The holiday season is synonymous with joy, celebration, and a sense of togetherness. However, in the age of social media and constant connectivity, a new phenomenon has emerged, casting a shadow on the festive cheer – the Fear of Missing Out, or FOMO. This psychological phenomenon, driven by the fear of not being included in...
Practicing Gratitude This Holiday Season
November 17, 2023
Practicing Gratitude This Holiday Season
What is gratitude? The Oxford Dictionary defines gratitude as follows: the quality or condition of being grateful; a warm sense of appreciation of kindness received. As we approach the holiday season, practicing gratitude may move to the forefront of your mind. Personally, practicing gratitude is something that needs to become a permanent fixture at the...
Avoiding the Crowded Trade
November 10, 2023
Avoiding the Crowded Trade
Finance scholars have produced volumes of research on investor behavior and financial decision making. The field of behavioral science is fascinating because we can easily inject ourselves into the discussions and circumstances to validate what scientist postulate. Experience is a great teacher in these matters, but even bad experiences aren’t enough to keep our inner...
Will Your Beneficiaries Celebrate You
November 6, 2023
Will Your Beneficiaries Celebrate You
For the first time since having children, I did not go Trick-or-Treating this year. It’s amazing how fast certain phases of our lives pass by. In my extra time on Halloween, I began to read about the Day of the Dead that falls at roughly the same time on the calendar. As National Geographic identifies...
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.