LeConte Wealth Management, LLC

LeConte Wealth Management provides discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations, with planning that addresses estate, insurance, education, and tax considerations. The firm also offers standalone tax preparation and integrated tax planning as part of its Purpose Built Planning service.

Investment advice is tailored using customized portfolios and firm-developed model portfolios, with continuous monitoring and formal account reviews at least annually and semi-annual planning reviews for clients; clients also have access to a personalized online planning portal and regular reporting. The firm describes a multi-method analytical approach that includes fundamental, technical, charting, and cyclical analysis and may use both long- and short-term strategies as appropriate to client objectives.

What distinguishes LeConte from many peers is the firm’s integration of accounting and tax services into its advisory platform: an associated person is licensed as a certified public accountant and the firm explicitly provides tax preparation and tax planning alongside investment management. The brochure also discloses that certain advisors are licensed insurance agents who may receive commission-based compensation for insurance sales and that the firm addresses related conflicts of interest in its disclosures.