Working with LeConte

Advice
Made affordable

There are no investment brokers at LeConte. We are consultants committed to delivering practical advice not products.
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Million Dollars

Clients trust us to navigate the financial markets.
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Client Households

We deliver guidance on all aspects of your financial life as you pursue your unique goals.
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Investment accounts

From rollover IRA's to individual, corporate and trust accounts, we help clients with all of their investment needs.
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Average monthly client distributions

Retirees rely on our services to generate their retirement income needs.
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Our Purpose Built Approach

Investing versus
Speculating

Goals-based Solutions
Risk Optimized Portfolios
Experienced Fiduciary Management

Purpose Built Planning is at the forefront of our asset management approach. Your unique financial and behavioral characteristics shape the solution that we recommend. This rarely requires speculating in the stock market.

LeConte has access to all of the potential investment markets. Exposure to stocks, bonds, precious metals and commodities provides the growth opportunities to pursue your goals. We employ a prudent decision-making process that avoids speculation.

Once your goals are outlined in Purpose Built Planning, We turn to Riskalyze, our risk analysis platform to evaluate your risk personality. We match your risk score with our investment allocations to invest your portfolio at a comfortable risk level.

Clients usually open more than one type of investment account as they work toward financial independence. We adjust the investment approach for each of these account types so that every dollar in every investment bucket is working hard towards your goals.

As fiduciary investment managers, we analyze a potential investment’s risk, cost and liquidity to ensure that they are appropriate for our client portfolios. This is an ongoing process. When markets change, we adapt to capture the benefits for our clients.

Along with our risk profiling tools, LeConte integrates our tax expertise into your portfolio construction and ongoing account management. When appropriate, we can defer realized gains or harvest tax losses to minimize your tax burden.

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Find Your Risk Score
No Obligation

We connect your investment philosophy to your unique risk and financial goals. Start with a complimentary risk assessment of your current investments.

Contact us with ease

Get in touch

Lets discuss your current investment approach and how our process can help you pursue your dreams.

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Our Industry
Partners

LeConte works with the leading names in the financial, investment and tax industries. These firms provide the tools to bring Purpose-built Planning to life.

schwab
orion
riskalyze
eMoney
advizr
drake
ishares
Main Office
703 William Blount Drive,
Maryville, TN 37801
Email us
info@lecontewealth.com
Call us
865-379-8200
LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.

703 William Blount Drive,
Maryville, TN 37801
Get in touchLeConte Social links
We participate in the online community. Connect with us.

Copyright 2021 LeConte Wealth Management LLC. All rights reserved.

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