A complete list of active advisors currently associated with Tennessee Wealth Management

Warmer can help you find a great advisor at Tennessee Wealth Management or one who fits your needs even better.

Tennessee Wealth Management provides discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages approximately $54.9 million across about 44 client relationships and offers investment management with financial planning and related consultation included within its advisory engagements. The firm’s investment approach is asset-allocation driven and informed by Modern Portfolio Theory, using target allocations, model-based portfolios, and exchange-traded funds while occasionally employing individual securities, fixed‑income instruments, and options when appropriate. Tennessee Wealth Management uses third‑party portfolio‑management and automated rebalancing technology to monitor accounts and conducts ongoing discretionary supervision, with disclosures addressing market, model, and technology risks. Noteworthy for a firm of its size, Tennessee Wealth Management serves institutional clients such as pension and profit‑sharing plans and provides pension‑consulting capabilities that are less common among independent advisers. The firm integrates planning into its management relationships rather than offering stand‑alone planning, may recommend unaffiliated third‑party advisers without receiving referral compensation, and relies on custodial and technology platforms to support its model‑based processes.

To learn more about the advisors currently working at Tennessee Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.