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 personalized investment advisory and financial planning services to individuals as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Services described in the brochure include modular and comprehensive financial planning, discretionary and non‑discretionary portfolio management, and recommendations to third‑party advisers when appropriate. The firm’s investment approach is an asset‑allocation strategy informed by Modern Portfolio Theory, implemented using individual securities, mutual funds, bonds, cash and, most commonly, exchange‑traded funds; options may be used on occasion. Clients begin with a complimentary consultation and receive ongoing supervision, periodic rebalancing, and monitoring of any third‑party advisers selected to manage portions of a portfolio. Notably, Tennessee Wealth Management offers portfolio management for institutional clients and pension consulting, services that are relatively uncommon among independent firms of its type. The brochure also discloses that the firm may recommend TPAs and, in certain circumstances, offset financial planning costs against advisory fees or commissions when an IAR provides insurance services, which can influence referral and compensation arrangements.

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.