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Wealth Management Questions

 Starting at $3,600 based on complexity

Wealth Management encompasses investment management services and financial planning. Our firm provides continuous advice to clients regarding the investment of client funds based on the individual needs of the client household.

Investment Management

We manage your funds at Charles Schwab for a fixed fee  

Guides and Checklist

Make better financial decisions with our guides and checklist

Money Mindset & Relationships

Overcome mental blocks around money, marriage, and mindset

Vision Boards & Goals 

We create a digital vision board to help you reach your goals

Get Tax Smart

Utilize our tax planning strategies to keep more money

Video Tutorials

Video guides for you to improve your strategy and plans

We provide ongoing investment management and comprehensive financial planning for the next steps on your financial journey.  

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(423) 556 – 6727

100 Cherokee Blvd., Suite 2012, Chattanooga, TN 37405