We founded LeConte Wealth Management in 2007 after observing that many investors were being under-served by the typical Wall Street brokerage firm: the one where they sell you their own products in order to meet their target sales goals, not your financial ones. We think we’ve greatly improved upon the model.
We offer you an environment where you can feel confident:
- That you can expect prompt replies from us to your directions or inquiries.
- That your money is working toward your goals effectively.
- That your wishes and opinions will be respected.
- That your needs are taken into account.
- That your investments are recommended because they are best for you, not for some corporation.
- That you have access to unbiased research and information to help you make informed decisions.
LeConte Wealth Management is a Registered Investment Adviser. We work with Charles Schwab Institutional, one of the premiere financial firms in the United States. We recommend that our clients use Charles Schwab as their investment broker. This partnership ensures that clients receive a wide variety of investment choices to complement their goals. It also helps LeConte serve clients from anywhere in the United States in a seamless and efficient manner.