LeConte Wealth

LeConte Wealth Advisory services offered through LeConte Wealth Management, LLC, a Registered Investment Adviser.

🎉Happy 13th Work Anniversary, Jean! 🎉Today we’re celebrating 13 years with Jean and everything she has brought to LeCont...
09/01/2026

🎉Happy 13th Work Anniversary, Jean! 🎉

Today we’re celebrating 13 years with Jean and everything she has brought to LeConte Wealth over the years!

Jean plays an important role in our team, helping keep our firm accountable, compliant, and focused on doing things the right way for our clients. Her knowledge, consistency, and dedication have made a lasting impact on our firm.

We’re incredibly grateful for the time, talent, and heart Jean has invested in LeConte Wealth.

We’re lucky to have you on the team!

Help us congratulate Jean on this incredible milestone! 👏

08/28/2026

One of our amazing operations folks! If you've called in or walked in you talked to her or seen her smiling face! Such a pleasure to work with and great member of our team!

Before rolling over a large 401(k), consider:1. What are my current fees?2. How does my investment lineup compare?3. Wha...
08/27/2026

Before rolling over a large 401(k), consider:

1. What are my current fees?
2. How does my investment lineup compare?
3. What distribution flexibility do I need?
4. How will taxes affect future withdrawals?
5. What legacy goals do I have?
6. How does this fit with my overall financial plan?

A rollover is a significant financial decision, especially when $1 million or more is involved.

The goal isn't simply moving money.

The goal is making sure your retirement assets are aligned with your future.

08/26/2026

Sometimes the biggest financial decision is the one that's never made.

We've met investors with $1 million+ in former employer retirement plans who haven't reviewed them in years.

Markets change. Tax laws change. Retirement goals change.

Yet many old 401(k)s remain on autopilot.

That doesn't mean a rollover is necessary. It does mean periodic review is essential.

A seven-figure retirement account deserves more than a set-it-and-forget-it approach.

A Million-Dollar QuestionIf you retired tomorrow with a $1,000,000+ 401(k), would you know how to turn it into reliable ...
08/26/2026

A Million-Dollar Question

If you retired tomorrow with a $1,000,000+ 401(k), would you know how to turn it into reliable retirement income?

Accumulation and distribution are two very different challenges.

During your career, the focus was on growing assets. In retirement, the focus shifts to:

Income generation
Tax efficiency
Risk management
Legacy planning
Required distribution strategies

A rollover can sometimes create additional planning opportunities that aren't available inside employer plans.

The bigger the account, the bigger the impact of getting the strategy right.

Two investors can each have a $1.5 million 401(k) and need completely different rollover strategies.One may prioritize: ...
08/25/2026

Two investors can each have a $1.5 million 401(k) and need completely different rollover strategies.

One may prioritize:
• Maximum retirement income

The other may prioritize:
• Reducing future tax liability
• Leaving assets to heirs
• Charitable giving
• Asset protection

The account balance is only part of the story.

The best rollover decisions start with understanding the purpose behind the money.

What is your retirement portfolio designed to accomplish?

08/21/2026

Fiduciary Friday presents Tanya, our tax specialist!

One of the biggest retirement myths:"I just need a specific dollar amount and I'll be fine."The truth?Your retirement su...
08/21/2026

One of the biggest retirement myths:

"I just need a specific dollar amount and I'll be fine."

The truth?

Your retirement success depends on far more than your account balance:
✓ Spending habits
✓ Inflation
✓ Taxes
✓ Healthcare costs
✓ Social Security timing
✓ Investment strategy

Two people can retire with the exact same nest egg and have completely different outcomes.

That's why smart retirement planning starts with a plan, not a number.

What's the retirement number you've heard most often?
$500K? $1M? $2M?

Drop it in the comments.

Think $1 million guarantees a comfortable retirement? Maybe. Maybe not.If you follow the common 4% withdrawal guideline,...
08/20/2026

Think $1 million guarantees a comfortable retirement? Maybe. Maybe not.

If you follow the common 4% withdrawal guideline, a $1 million portfolio may generate about $40,000 per year before taxes.

For some households, that's enough. For others, it won't come close to maintaining their current lifestyle.

The real question isn't: "Can I retire with $1 million?"

It's: "How much income will my lifestyle require?"

Retirement planning isn't about hitting a big round number. It's about creating enough income to support the life you want.

Have you ever calculated your actual retirement income goal?

When do you want to retire?A. NowB. EarlyC. 65 years oldD. I don’t want to Let us know in the comments! ...
08/19/2026

When do you want to retire?

A. Now
B. Early
C. 65 years old
D. I don’t want to

Let us know in the comments!

Address

333 East Broadway Avenue (4th Floor)
Maryville, TN
37804

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(865) 379-8200

Website

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