Tennessee Wealth Management

Overview

Tennessee Wealth Management is an independent limited-liability advisory firm run by an individual owner that focuses on wealth management and financial planning for individuals and families. The firm acts as a capital allocator and provides a mix of services: financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting-type work, and the selection of third-party advisers. Compensation is flexible and includes percentage-of-assets fees as well as hourly, fixed-fee and other arrangements. The firm does not position itself as an active ESG investor and is not a multi-state registered adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives