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:
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
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
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.
OurProcess
Discovery & Onboarding
Every Purpose-Built Plan begins with listening. Through conversations and guided questionnaires, we uncover your goals, assess your current financial position, and understand your risk personality.
As fiduciaries, we offer objective advice. Our fee structure is transparent and based on assets under management, and we provide guidance across your entire portfolio - including real estate, insurance, employer retirement plans, equity compensation, and more.
As fiduciaries, we offer objective advice. Our fee structure is transparent and based on assets under management, and we provide guidance across your entire portfolio - including real estate, insurance, employer retirement plans, equity compensation, and more.
Plan Design & Implementation
We organize your assets and tailor a strategy that integrates:
• Tax Planning: Designed to help you keep more of what you earn over your entire lifetime
• Investment Management: Aligned with your unique goals and risk comfort
• Projections: Built to answer the big questions - What’s enough? Will it last?
This phase is not one-size-fits-all. Each account is designed with intention, so every dollar works hard toward your future.
• Tax Planning: Designed to help you keep more of what you earn over your entire lifetime
• Investment Management: Aligned with your unique goals and risk comfort
• Projections: Built to answer the big questions - What’s enough? Will it last?
This phase is not one-size-fits-all. Each account is designed with intention, so every dollar works hard toward your future.
Ongoing Advice & Monitoring
Financial planning isn’t static - neither are we. Life changes, markets shift, and goals evolve. Through regular check-ins, reviews, and planning updates, we adapt your plan to stay aligned with your needs. We’re responsive, proactive, and always here to help you make informed decisions - without the distractions of market noise or hype.
Ready to Get Started?
We don’t pressure. We educate. Here’s what you can expect:
• A Client Advisor will reach out to understand your immediate needs
• We’ll schedule a relaxed introductory consultation (via phone or in-person) - no sales pitch, no expectations
• We’ll demonstrate our expertise before you commit to a relationship
We care about building great plans - but we care even more about building great relationships. When trust, transparency, and expertise come together, the results are powerful.
• A Client Advisor will reach out to understand your immediate needs
• We’ll schedule a relaxed introductory consultation (via phone or in-person) - no sales pitch, no expectations
• We’ll demonstrate our expertise before you commit to a relationship
We care about building great plans - but we care even more about building great relationships. When trust, transparency, and expertise come together, the results are powerful.
Let’s create a Purpose-Built Plan that helps you live life on purpose.
LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
Copyright 2025 LeConte Wealth Management LLC. All rights reserved.
Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
2605 Elm Hill Pike #3
Nashville, TN 37214
Copyright 2025 LeConte Wealth Management LLC.
All rights reserved
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