Contact us with ease
Get In Touch
We love helping people pursue their financial dreams. Tell us how we can help you.
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.
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.
Inheriting an IRA Isn’t What it Used to Be
Since the creation of the 401(k) under the Revenue Act of 1978, workers have been encouraged to save for retirement. By deferring a portion of each paycheck, many built meaningful savings – often with employer matches – invested and growing tax-deferred over time. Others contributed to IRAs or SEP plans, steadily accumulating a nest egg...
Persistency Is Key: My Journey to LeConte Wealth
If there is one lesson my professional journey has taught me, it is this: persistence is key. Careers rarely follow a perfectly straight path. Mine certainly has not. But through every step – every opportunity, challenge, and pivot – one principle has remained constant: keep moving forward, keep learning, and keep pursuing the opportunity to...
Beau Bushong Joins LeConte Wealth as Client Adviser
For Immediate Release Maryville, TN — LeConte Wealth is pleased to announce that Beau Bushong has joined the firm as a Client Adviser, bringing a relationship-driven approach and a strong commitment to serving individuals and families across East Tennessee. A graduate of Tennessee Wesleyan University, Bushong earned his Bachelor’s degree in Business Administration with a concentration...
Part 3: Understanding the Different Types of Annuities and When They May or May Not Make Sense
In the last post of this series, we examined the internal anatomy of an annuity and explored the many moving parts that make these contracts so complex. Once you understand how those pieces fit together, the next step is understanding the different types of annuities available today. Although annuities are often discussed as if they...
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
2605 Elm Hill Pike Suite J
Nashville, TN 37214
Copyright 2026 LeConte Wealth Management LLC.
All rights reserved
Powered By:
