865.770.4151  |  patrick@strategicwealthplans.com
Honest, Transparent Financial Advisor in Knoxville, TN

Life is a complicated journey

At times, planning for your financial future may seem overwhelming, Financial Planning, IRA’s, 401k’s, Investment Risk, Retirement, budgets and we could go on.  This is where Strategic Wealth Investments can help. We partner with clients to provide financial peace of mind through a process of diligent financial planning. Whether its IRA taxation or Investment risk, we will help you find what fits for you.  We are not just looking to work with your investments, we are looking to create a financial plan for you that is living and breathing and updated often.

Our financial advisor services are never a one size fits all solution.  Whether you need to know what to do with your 401K or a comprehensive Financial plan we are ready to help.  Instead, we focus on building long-lasting relationships with our clients to understand their life and financial goals in detail to help financial planning be effective. From here, we’re able to help them create a personalized path to financial security and freedom.

At Strategic Wealth Investments, we call Knoxville, Tennessee home and always treat our clients like family. Clients can plan on meeting with their financial advisor several times throughout the year to talk through customized portfolios and gauge financial progress. In this way, we walk with you as you pursue a fulfilling financial future.
Comprehensive Financial Planning
You Can Count On

Clients that partner with our team at Strategic Wealth Investments will enjoy access to a comprehensive lineup of financial planning services. No matter what type of planning you’re looking for, its always provided by a knowledgeable and caring financial advisor.

We believe in a consultative approach to planning and take the time to get to know our clients and their specific financial situations through authentic and meaningful conversations. When it comes to planning, the options are vast and varied and our team is proud to be offer services related to:

  • Retirement planning.
  • Education planning.
  • Long Term Care Planning.
  • Estate planning. (we are not licensed attorneys.)
  • Comprehensive cash flow analysis.
Value-Added Services that Provide Protection and Financial Confidence

Choosing to work with a financial advisor at Strategic Wealth Investments is the first step in gaining peace of mind by taking control of your financial future. While there are a lot of unknowns in life, planning ahead helps our clients understand where their income is coming from, where its going, and how it could benefit them in the future.

When it comes to investment planning, our approach is active but always in the best interest of the clients we work with. We focus on trading anywhere from 3 to 5 times in a year while doing our best to avoid a market downturn and taking advantage of down markets as they happen.

Our retirement income planning services help our clients gain certainty by focusing on insurance products that hail from large institutions. This approach not only guarantees income* but it also gives our clients the peace of mind that comes from knowing they won’t outlive the income they’ve seen grow. Our retirement planning services in the Knoxville area decidedly comprehensive vet remain tailored to specific client needs.
Those seeking a financial advisor in Knoxville. Tennessee to help with general financial planning will find we take a holistic approach and consider all aspects of financial well-being. Using a process that incorporates the most effective products, we’re able help mitigate the largest risks while focusing on what our clients need for future insurance and long-term care planning.
*Guarantees are provided by the issuing insurance carrier.
Financial Planning Services that
Deliver Results
Financial Planning Services that Deliver Results
At Strategic Wealth Investments, our financial advisor services in Knoxville are designed to help clients from all walks of life with a variety of financial goals. That being said, many of our clients who have come to us were specifically looking to plan for retirement.
We’ve partnered with many clients who find themselves in a season of life just before retirement, looking to make sound investments with what they’ve saved that allow them to live comfortably, and accomplish those goals theyve always had in mind.
Whether our clients are looking to plan for retirement or come to us having just received a significant inheritance our team is ready to help deliver peace of mind. We do this through comprehensive planning that offers our clients the highest probability of success and helps provide that direction customers are searching for.

Working with a Financial Advisor at
Strategic Wealth Investments

Working with a Financial Advisor at Strategic Wealth Investments

No matter what your financial questions, concerns, or needs may be, at Strategic Wealth Investments, our approach to planning is always focused on open communication and complete accessibility. The advice and guidance we deliver begins with a clear understanding of our customer priorities.

Whether potential clients seek us out for retirement planning services, education planning, or one of the many options in between, It all begins with a conversation. Clients begin the planning process by sitting down with a financial advisor on day one. This allows for an open conversation where advisors get to know more about a customer’s lifestyle, thoughts on investment risk, their approach to assets, and long-term goals.

Once your financial advisor understands your priorities, its time to begin building a customized plan tailored to your every need. Customers enjoy the time they need to review these plans with their advisor and adjust as they see fit.

Your financial advisor in Knoxville will then become an integral part of your long-term planning process. Clients that work with Strategic Wealth Investments meet regularly with us to go over progress points, potential changes, and any questions that come up along the way.

Your Partner in Financial Planning
and Peace of Mind
Your Partner in Financial Planning and Peace of Mind
At Strategic Wealth Management, we understand that financial circumstances and goals change, but we believe that long-term relationships make all the difference when it comes to planning for the unexpected. Before plans are ever executed, we focus on creating honest and transparent relationships with our customers.
We care about people and are dedicated to remaining a wealth management organization that’s accessible, no matter how many customers ask for our help. The customized care we deliver within our active investment management services makes us a personalized choice that customers can count on.
Financial stability is certainly important, but so is knowing you’re partnered with professionals that bring expert advice into the process and genuinely care about your goals and peace of mind. We are here to grow alongside you and celebrate reaching your financial goals.