Our vision is to be recognized as the most client-centered wealth management firm in Chattanooga with highly-qualified, professional financial advisors and support personnel who are passionate about delivering quality advice and solutions. Our purpose is to create meaningful relationships with our clients, understand each client's unique goals and needs, provide sound, tailored solutions to meet their needs, provide periodic review and assessment of client's accounts and to continually strive to deliver exceptional service with attention to detail.
- The leading wealth management firm in Chattanooga
- 24 Financial Advisors with a combined 400+ years' financial services experience
- Over $3.5 billion in assets under management
- Ranked top 20% in the firm
- 8 CERTIFIED FINANCIAL PLANNERS™ (CFP®); 2 Certified Investment Management Analysts (CIMA®)
- 17 dedicated support staff professionals