Clear Answers for Your Financial Journey

Wealth management can be complex, but your experience shouldn't be. We’ve compiled answers to the questions we hear most often to help you make informed decisions with confidence.

Clarity for Your Peace of Mind

What are your fees?

We are a fee-based firm. Our costs are transparent and discussed upfront during our discovery meeting.

Is there a minimum asset requirement?

While we typically work with households with $500k+ in investable assets, we encourage anyone seeking guidance to reach out.

Do you work with clients outside of Tennessee?

Yes! While our roots are here, we leverage technology to serve clients across the country.

What should I bring to our initial discovery meeting?

For our first conversation, the most important thing to bring is your vision for the future. While having a recent brokerage statement or tax return is helpful, our initial "Discovery" phase is focused on your values, family dynamics, and long-term goals. We want to understand where you are and where you want to go before we ever look at the "numbers."

Do you work with my existing CPA and Attorney?

Yes. We believe wealth management is a team sport. With your permission, we proactively coordinate with your tax and legal professionals to ensure your investment strategy, tax mitigation, and estate plan are all pulling in the same direction. If you don’t have a local professional in those fields, we are happy to provide introductions to our trusted network here in East Tennessee.