Working with LeConte

Made affordable

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

Million Dollars

Clients trust us to navigate the financial markets.

Client Households

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

Investment accounts

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

Average monthly client distributions

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

Investing versus

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 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.

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

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.

Main Office
703 William Blount Drive,
Maryville, TN 37801
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703 William Blount Drive,
Maryville, TN 37801
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.