Financial Planning in Knoxville, TN

We use our products and services to help you create a unique plan

Welcome to Strategic Wealth Investments, LLC., where your financial journey takes center stage. Our salaried wealth advisors are dedicated to partnering with you in crafting a personalized roadmap that aligns with your unique aspirations for yourself, your family, and your business. At Strategic Wealth Investments, we understand that financial success encompasses a range of priorities, from achieving independence to planning for your children’s education, caring for aging parents, and preparing for a secure retirement. Our goals-based approach empowers us to evaluate your current financial landscape and recommend strategies tailored to your desired destination. We go beyond recommendations—we assist in implementing and continually monitoring your plan, ensuring you stay on course to achieve your objectives. With a commitment to objective advice and a personal connection to your success, our multi-disciplinary teams are ready to guide you through financial planning. Experience financial planning that adapts with your life and objectives, led by professionals compensated on a salary basis, prioritizing your best interests at every step. Discover what’s next and pursue it with passion alongside Strategic Wealth Investments, LLC.

Expert Financial Planning

  • Comprehensive financial planning or single-issue planning
  • Education planning
  • Protection planning
  • Retirement income planning
  • Defined Benefit Pension and Social Security maximization strategies
  • Estate and legacy Planning
  • Legal planning1
  • Tax planning2
  • Business succession and protection planning
  • Workplace benefits panning (incl. retirement plans and small-group benefits)
Products, Accumulation
  • Mutual funds
  • Exchange traded funds
  • Stocks
  • Bonds
  • Cash alternatives

Products, Protection

  • Life insurance
  • Long-term care insurance
  • Annuities

Have a question? Want to find out more?

Fill out the form below and we will contact you soon.

Have a question? Want to find out more?

Fill out the form below and we will contact you soon.

Have a question? Want to find out more?

Fill out the form below and we will contact you soon.