Purpose-Built
Planning
Your life has a purpose. Your financial plan should, too.
Purpose-Built Planning is the foundation of everything we do at LeConte Wealth. It’s more than an investment strategy - it’s a personalized approach to financial decision-making that aligns with your goals, values, and behaviors.
We start by understanding what matters most to you. Then we design a comprehensive, tax-aware plan that connects all your assets - wherever they’re held - and keeps your entire financial life working toward one purpose: yours.
Purpose-Built Planning is the foundation of everything we do at LeConte Wealth. It’s more than an investment strategy - it’s a personalized approach to financial decision-making that aligns with your goals, values, and behaviors.
We start by understanding what matters most to you. Then we design a comprehensive, tax-aware plan that connects all your assets - wherever they’re held - and keeps your entire financial life working toward one purpose: yours.
PURPOSE
Everyone has a purpose. Your financial resources should support and reflect that purpose. Whether your vision is rooted in faith, family, community, or professional growth, our team walks alongside you to help define, refine, and pursue what matters most to you. We combine our expertise with intentional coaching to align your money with your mission. We don’t just manage your investments - we help you steward your wealth with clarity, confidence, and direction. Because when your financial life is in order, you’re free to focus on the life you were meant to live.
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 also recognize that everyone, including advisors, carries personal biases. That’s why we’ve built a team-based process and rely on 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.
We also recognize that everyone, including advisors, carries personal biases. That’s why we’ve built a team-based process and rely on 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:
Investing
We invest with intention - not speculation. Guided by your goals and risk profile, we build diversified, tax-aware portfolios tailored to each account’s purpose. As fiduciaries, we evaluate every investment for potential return, valuation, risk, cost, price correlation and liquidity. We assemble securities into a purpose-built portfolio that best fits your long-term plan.
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- Personalized asset allocation based on your risk profile and objectives
- Active portfolio management with strategic adjustments as markets change
- Diversified investments across asset classes to reduce concentration risk
- Tax-aware investment strategies to help maximize after-tax returns
- Coordination of investment strategy across 401(k)s, IRAs, brokerage, and trust accounts
- Ongoing rebalancing and performance monitoring
Projections
Are you on track to retire? Will your assets last? Are you spending with purpose? With robust tools and clear insights, we answer your “what if” questions so you can move forward with clarity and confidence.
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- Retirement readiness analysis: Am I on track?
- Withdrawal strategy modeling: What’s the most efficient way to take income?
- Stress testing for market volatility, inflation, and unexpected expenses
- Social Security timing optimization
- Long-term cash flow planning to help ensure you won’t outlive your savings
- Scenario planning for major life events: home purchase, business sale, education funding
- Legacy and estate planning integration
- Built on Behavioral Coaching
Tax
Our tax expertise is an essential piece of Purpose-Built Planning. We don’t just plan for the current year - we help clients think in terms of lifetime tax rates. Whether it’s planning for retirement distributions, deferring capital gains, or managing your marginal tax bracket, our goal is to minimize your tax burden over time.
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- Tax-aware investment management
- Tax-loss harvesting
- Retirement income and RMD strategies
- Roth conversion planning
- Legacy planning (family and charitable)
- Estate administration
- Tax compliance and preparation
You can expect comprehensive and active financial management
Purpose-Built Planning
Goal Setting and Risk Analysis
Buying a house
Starting a family
Saving for college
Planning for a wedding
Saving towards retirement
Passing along generational wealth
Planning and Active Management
Accumulation Phase
Investment Management
Stock Market
Bond Market
Estate and Trust Planning
Life Insurance
Cash Flow Planning
Portfolio Diversification
401(k) Management
IRA Management
Mutual Funds
Distribution Phase
Financial Projections
Business Succession Planning
College Savings Plans
Disability Insurance
Estate Planning
Long Term Care
Income Protection
Retirement Planning
Social Security Planning
Tax Planning and Preparation
Tax Optimization Strategies
Tax Efficient Investing
Tax Compliance Services
Financial Behavioral Coaching
Debt Management
Decision Making
Diversification
Family Financial Planning
Risk Management
Money decisions are rarely just about math – they’re emotional, behavioral, and deeply personal. That’s why we integrate financial behavior coaching throughout your plan. By helping you manage distractions, understand your impulses, and stay focused on your goals, we guide you through both calm and chaotic markets.
Discovery & Onboarding
Every Purpose-Built Plan starts by listening - because meaningful financial decisions begin with understanding your story. Through honest conversations and guided questions, we uncover what matters most to you: your goals, values, and life priorities.
We also explore how you think and feel about money. Behavior plays a powerful role in financial success, so we take time to understand your risk comfort, past experiences, and decision-making patterns. That insight helps us build a plan that works with your tendencies, not against them.
As fiduciaries, our advice is objective and our fee is transparent. We cover your entire financial picture - including investments, real estate, insurance, retirement plans, and equity compensation - all with one comprehensive, asset-based fee.
This isn’t just data collection. It’s about aligning your behavior and your money with your greater purpose.
We also explore how you think and feel about money. Behavior plays a powerful role in financial success, so we take time to understand your risk comfort, past experiences, and decision-making patterns. That insight helps us build a plan that works with your tendencies, not against them.
As fiduciaries, our advice is objective and our fee is transparent. We cover your entire financial picture - including investments, real estate, insurance, retirement plans, and equity compensation - all with one comprehensive, asset-based fee.
This isn’t just data collection. It’s about aligning your behavior and your money with your greater purpose.
Design & Implementation
With your values and behaviors in mind, we design a strategy that’s personal, practical, and built with intention. It’s not a set-it-and-forget-it portfolio - it’s a forward-looking plan that reflects your real life.
Every Purpose-Built Plan integrates:
- Tax Planning: So you keep more of what you earn over your lifetime
- Investment Management: Built to support your goals and your comfort with volatility
- Projections & Modeling: Answering questions like What’s enough? Will it last? What happens if...?
We know that discipline beats prediction. So we build your plan to help you stay the course - even when emotions run high or markets get noisy. Every account and allocation is structured with purpose, so your money works as hard as you do.
Ongoing Advice & Monitoring
Your plan doesn’t sit on a shelf - and neither do we. As life unfolds, emotions shift, and markets move, we provide steady, behavior-aware guidance to help you adapt with confidence.
From regular check-ins to real-time decision support, we help you focus on what you can control and avoid reactive mistakes. Whether it's a career change, a major purchase, or just the temptation to follow headlines, we're here to keep your decisions aligned with your values and long-term goals.
Financial planning isn’t just math - it’s mindset. At LeConte, we walk with you through every season, helping you make wise choices and live with clarity, confidence, and purpose.
From regular check-ins to real-time decision support, we help you focus on what you can control and avoid reactive mistakes. Whether it's a career change, a major purchase, or just the temptation to follow headlines, we're here to keep your decisions aligned with your values and long-term goals.
Financial planning isn’t just math - it’s mindset. At LeConte, we walk with you through every season, helping you make wise choices and live with clarity, confidence, and purpose.
We believe your financial life shouldn’t be billed à la carte. That’s why our advisory fee covers comprehensive wealth management – including investment management, tax strategies, retirement projections, estate planning guidance, and ongoing support. Nothing is off-limits when it comes to helping you pursue your purpose.
Total Household Assets | Annual Advisory Fee | Blended Fee |
First $500,000 | 1.50% | 1.50% |
Next $500,000 | 1.25% | 1.38% |
Next $1,000,000 | 1.10% | 1.24% |
Next $3,000,000 | 1.00% | 1.1% |
Amounts above $5,000,000 | 0.90% |
Ready to Take the First Step?
No pressure. No sales pitch. Just a conversation.
Here’s how we get started:
- A LeConte advisor will reach out to learn about your situation and what brought you our way
- We’ll set up a relaxed, no-obligation consultation - by phone or in person, whatever works for you
- You’ll get a feel for how we think, how we plan, and how we can serve - before you make any commitment
We believe in earning trust, not assuming it. We’ll take the time to understand your goals and show you how Purpose-Built Planning can bring clarity to your financial life. Because a great plan starts with a great relationship - and that starts with listening.
Let’s create a Purpose-Built Plan that helps you live life on purpose.
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
2605 Elm Hill Pike Suite J
Nashville, TN 37214
Copyright 2025 LeConte Wealth Management LLC.
All rights reserved
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