Investment Planning and Other Financial Services

When contemplating wealth management firms, a number of factors should be taken into consideration. Our customized plan for you will be designed to withstand time and weather the unexpected twists and turns that life may throw your way. Our objective is to utilize wealth management strategies to help you grow your wealth, then protect and preserve it to meet your evolving needs and goals.

Our professional team of Wealth Management Advisors at our convenient West Knoxville office, will work closely with you and help you maintain control of your assets to keep your wealth transference to a minimum, incorporating techniques for limiting tax consequences. Depending on your situation, your customized program may include a blend of traditional investments such as mutual funds, stock market investing, bonds, annuities, life annuities, and other securities at a risk tolerance that meets your comfort level (we realize that at certain periods of your life, you may feel comfortable taking on a greater degree of risk than at other times). Whether it is investment planning, tax planning, business planning, estate planning, or retirement planning we want you to feel confident in pursuing your goals and visions for the future.

Family Planning

The financial challenges of investing for the family requires special expertise and communication with your advisor. Let us help you build a long-term plan.


Business Planning

Whether you are considering purchasing a business or hoping to sell in the future, we specialize in strategic business planning.


Entrepreneurial Doctors

We have worked to develop special plans for entrepreneurial doctors looking for guidance on fiscal matters specific to their industry.



We understand the importance of pre-retirement planning. Whether you are fresh out of college or you have worked for years, we are here to help you build a wealth plan.



With good financial planning, we will develop a strategy for proper asset management so you can preserve the lifestyle you’re accustomed to throughout retirement.


Private CFO

We act as an objective set of eyes guiding you toward your financial well-being. Our hands-on wealth management strategies take on a whole new meaning as we serve in a fiduciary capacity.


Comprehensive Wealth Management

Our goal is to increase your assets and decrease liabilities. We work to come up with a comprehensive strategy to help you continue building wealth in all areas of your financial life, not just your portfolio.


Investment Portfolio Management

Our team works tirelessly researching quality investments that garner you the highest possible returns with the lowest possible costs.


Long Term Care Planning

We have special expertise in planning financial options specifically devoted to making sure you are financially well cared for during the golden years.

Ready to discuss?

No matter where you are in life, we are here to establish a wealth building strategy that fits your goals. Contact us for your customized plan.