Building Trusted Relationships
We believe that the quality of the relationship you have with us has a direct impact on your returns. Following sound investment principles is often emotionally uncomfortable and difficult to maintain. We will build a relationship with you to help manage the emotions of investing and enable you to adhere to sound investment principles through all market conditions resulting in optimal portfolio returns.
Investment Planning Services
Tennessee Wealth Management develops custom tailored investment plans to meet your stated objectives, including wealth protection, risk management, capital growth and income generation. We can also implement, monitor and maintain the plan.
Investment Planning & Monitoring
For non-discretionary portfolio management services, Tennessee Wealth Management will develop an investment plan that is personal, understandable and fee-conscious. We will monitor your assets and risk exposure to ensure that the returns per unit of risk are optimized. We will then provide recommendations as to your ongoing asset allocation and investment selection as either market conditions change and/or your circumstances change.
Investment Planning, Monitoring, Maintenance & Implementation
Where Tennessee Wealth Management enters into discretionary arrangements with clients, we will develop an investment plan that is efficient, personal, understandable and fee and tax conscious. We will monitor your assets and risk exposure to ensure that the returns per unit of risk are optimized. We will be granted discretion and authority to implement the approved investment plan any required maintenance to your ongoing asset allocation and investment selection as either market conditions change, you make any large deposits or withdrawals and/or your circumstances change.
Financial Planning Services
Tennessee Wealth Management offers independent, customized, financial planning services that develop efficient strategies for achieving financial goals through the sustained management of both assets and liabilities. This service will enable you to feel empowered and in control of your total financial picture while being confident that every penny you earn is moving you closer to your financial goals.