planning

Your financial well-being is too important to leave to chance

What Makes Us Different
What is your purpose in life right now? Your LeConte team helps streamline the pursuit of your unique purpose. Experienced tax and investment professionals deliver customized advice that is rooted in integrity, transparency, and service.

Purpose-Built Planning is what we call our advice platform. It is the foundation of how we serve you. It's not just goals-based, it's behavior-aware and purpose-driven. We take the time to understand what truly matters to you, then tailor investment and planning projections that help you Win-The-Future.

Whether we’re managing your investments, advising on taxes, or planning for what’s to come, our team is built to respond proactively. Your goals are our goals, and getting to know you is the most important part of how we help you reach them.
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Purpose
Everyone has a purpose. Your financial resources should support, reflect and enable your purpose. Is your vision rooted in faith, family, community, or professional growth? Our team walks alongside you to help define, refine, and pursue what matters most to you. Through intentional conversations, we uncover your goals, values, and what financial freedom really means to you. This provides clarity and confidence to make smart, informed decisions about your money.
Fiduciary Care
It’s our standard. As fiduciary advisors, we are legally and ethically obligated to act in your best interest in all matters, at all times. That means no sales commissions, no product-driven incentives, and no hidden agendas—just transparent, objective advice tailored to you.

We developed Purpose-Built Planning to eliminate the need to spread your financial life across separate accounting, insurance, and investment firms. Our local, team-based experts use independent research, risk analysis tools, and a disciplined planning framework to help remove emotion and bias from critical decisions. We don’t sell products – we build strategies with purpose, clarity, and care. When you work with us, you can trust that your goals – not ours – are at the center of every recommendation we make.

Purpose-Built Planning is delivered through three essential areas:

TAX

“Tax-Aware” advice can only come from actually preparing and filing your taxes. Our tax expertise uncovers insights that are used by your adviser to accelerate your financial timeline. Our advisors integrate your tax position into every stage of your plan, helping you make decisions that keep more of what you earn. From tax-loss harvesting to municipal bond strategies, our tax expertise makes a real difference.

INVESTING

Your portfolio should reflect you - not a market fad or someone else’s agenda. Our team designs each account allocation with your goals, tax situation, and longer-term projections in mind. No outsourcing, no product sales - just fiduciary advice and disciplined, research-driven strategies built to adapt as your life evolves. The buck stops with us, so you get personalized portfolios and opportunities most advisors can’t offer.

PROJECTIONS

How much is enough? When do you want to be there? Where is “there”? Are you on track - or just hoping to end up at your destination on time? Our financial projections serve as your navigation system, helping you chart a reasonable course toward your goals while preparing for potential detours along the way. We integrate tax strategy, investment planning, and even your life’s uncertainties to build a dynamic roadmap to your purpose. Whether you're building wealth or drawing from it, we help you make intentional choices today to Win-the-Future.
MORE THAN WEALTH MANAGERS
As a locally owned and independent Registered Investment Adviser, we provide secure, efficient access to a broad universe of investment opportunities. Whether you're nearby in East Tennessee or miles away, you can expect seamless support and professional care without the red tape of a big institution.

With headquarters in Maryville and a growing presence in Nashville, we offer big-firm capabilities with a small-town heartbeat. We take the time to truly understand you - your story, your values, your goals - so we can tailor strategies that support the life you’re working hard to build.

We’re problem-solvers, financial educators, and advocates for your purpose. If you're ready to experience a different kind of financial partnership, let’s talk. Call (click) or email us today - we’d be honored to help

Purpose-Built Planning

Know your Why.

We’ll show you How.

LeConte Wealth ManagementHeadquarters
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4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
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Copyright 2025 LeConte Wealth Management LLC. All rights reserved.

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

Copyright 2025 LeConte Wealth Management LLC.
All rights reserved

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