Monroe, TN Office

Skinner, Copper & Ehmen Wealth Management, LLC provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm’s offerings include wrap comprehensive portfolio management, wrap asset management, financial planning and consulting, pension consulting, and referrals to third-party money managers, and it may facilitate access to private placements and other alternative investments.

The firm builds asset‑allocated portfolios that rely primarily on mutual funds, with use of ETFs, separately managed accounts, REITs and occasional individual securities, applying a strategic, Modern Portfolio Theory‑based approach focused on global diversification and periodic rebalancing. SCEWM uses third‑party research and due diligence on managers, discourages market timing, and tailors allocations and restrictions to client circumstances while monitoring accounts at least quarterly.

Compared with many peer teams, SCEWM’s regulatory AUM is heavily weighted toward non‑discretionary assets (approximately $617.1 million non‑discretionary versus $88.6 million discretionary of $705.7 million total as of December 31, 2025) and the firm serves as manager and sponsor of wrap fee programs. The brochure also discloses that the firm uses paid testimonials and endorsements under written agreements and that some supervised persons are registered to sell commissionable products and private placements when deemed appropriate, with disclosures and procedures intended to address related conflicts.