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Jackson, MS Office

Team
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Resolute Wealth Strategies, LLC logo

Resolute Wealth Strategies, LLC

Team

Firm-wide stats for Resolute Wealth Strategies, LLC

Total advisors

6

Across 2 offices

Clients per advisor

47 Typical

Avg AUM per client

$1,280,075 Typical

HNW client ratio

48% High

About

Resolute Wealth Strategies serves individuals (including high‑net‑worth clients), families and a range of entities such as family offices, trusts, estates, private foundations and qualified retirement plans, providing comprehensive financial planning, discretionary and non‑discretionary investment management, and retirement plan advisory services. The firm also offers standalone financial planning and consulting engagements and conducts periodic reviews tailored to client needs.

RWS’s investment process begins with detailed client fact‑finding—financial condition, tax situation, liquidity, risk profile and goals—and uses that information to build customized asset allocations and strategies, generally emphasizing long‑term management while permitting shorter‑term trades when warranted. The firm employs both fundamental and technical analysis and typically uses equities and ETFs as core holdings but may include mutual funds, corporate bonds, REITs, variable annuities, private/alternative investments and structured products depending on client objectives; RWS also notes its fiduciary role when advising retirement accounts.

A distinctive aspect of the brochure is that RWS’s financial planning explicitly includes insurance needs and analysis and it lists variable annuities among the products it may utilize, reflecting involvement with insurance‑related products that is less common among similar team advisers. The firm also discloses receipt of custodial platform support—up to $75,000 for start‑up/transition expenses and up to $85,000 in potential account‑termination reimbursements from its primary custodian—which the brochure notes could create a potential conflict of interest.

Based on Resolute Wealth Strategies, LLC

Expertise

General retirement planning Wealth management Private / alternative investments

Based on Resolute Wealth Strategies, LLC

Location

4400 Old Canton Road, Ste 210

Jackson MS 39211

Advisors at this office

4

Advisors at this office

user avatar

Michael P

CFA®, Series 63

Jackson, MS

Resolute Wealth Strategies, LLC

Michael Puckett is a CFA® charterholder with 10 years of industry experience. He is currently with Resolute Wealth Strategies, LLC, where he has worked since 2022. Prior to that, he was with Coker & Palmer and Camellia Group, L.L.C. Outside of his advisory role, he holds ownership interests in a property holding company and a medical aesthetics business. Resolute Wealth Strategies provides personalized financial planning and investment advisory services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a comprehensive planning approach that integrates fundamental and technical analysis and includes insurance needs as part of its portfolio construction.

General retirement planning Wealth management Private / alternative investments
user avatar

Charles A

CFP®, Series 63, Series 66

Jackson, MS

Resolute Wealth Strategies, LLC

Charles Alley is a CFP® with 23 years of industry experience, currently serving at Resolute Wealth Strategies, LLC since 2022. Prior to this, he worked for Coker & Palmer, Inc. for ten years. Alley is involved in community roles, including serving on the board of the Else School of Management at Millsaps College and advising the Community Foundation for Mississippi. Resolute Wealth Strategies provides personalized financial planning and investment advisory services to individuals, family offices, trusts, and other entities. The firm manages approximately $316 million in discretionary assets and emphasizes customized, comprehensive planning with a primarily equity and ETF-focused portfolio approach.

General retirement planning Wealth management Private / alternative investments
user avatar

Taylor W

Series 65

Jackson, MS

Resolute Wealth Strategies, LLC

Taylor Weintritt is a financial advisor at Resolute Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Resolute Wealth since 2022. Prior to that, he held roles at Seiler Tucker Inc and has a background that includes positions outside of finance during his college years. Resolute Wealth Strategies provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, and various entities such as family offices and qualified retirement plans. The firm focuses on highly customized, comprehensive planning to guide portfolio construction, primarily investing in equities and ETFs while incorporating insurance analysis into its service offerings.

General retirement planning Wealth management Private / alternative investments
user avatar

Phillip B

Series 63, Series 65

Jackson, MS

Resolute Wealth Strategies, LLC

Phillip Burnett Jr. is a financial advisor with Resolute Wealth Strategies, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Coker & Palmer for 13 years before joining Resolute Wealth Strategies in 2022. Resolute Wealth Strategies provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a long-term investment strategy with comprehensive planning that incorporates both fundamental and technical analysis, and it explicitly includes insurance needs and products as part of its services.

General retirement planning Wealth management Private / alternative investments
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