Purpose-Built Planning is Goal's-Based Planning.

LeConte Wealth’s approach to financial planning is truly comprehensive. We tailor plan to each client’s needs starting with your individual and unique goals.

No matter what you want to achieve, let’s identify your goals and put tailored strategies and tactics in place to reach them. For example, some clients prefer a detailed, hands-on approach to tracking expenses, while others require a broader strategy. We’re equipped to support both and everything in between. The need for specific planning elements often evolves over time. We understand that life has interruptions. That’s why we prioritize our client relationships above all else, believing they are the foundation and the heart of our business.

Our process appears simple but behind the scenes our questionnaires, conversations, and technology calculate a detailed picture of your future success. The result is a 360-degree view of your financial future created with fiduciary care.