SERVICES – Strategic Wealth Investments

865.770.4151 | [email protected]

No two wealth management
plans are alike

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

We can help you execute a comprehensive wealth-management plan using the following products and services.

Financial Advisor Services

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

CONTACT

865.770.4151

FAX: 865.437.5300

[email protected]

338 Ebenezer Rd.
Knoxville, TN 37923

QUICK LINKS

Investment advisory services offered through Strategic Wealth Investments, LLC. a registered Investment Advisor in the state of TN. Insurance products and services are offered through Strategic Wealth Management. Strategic Wealth Management, LLC and Strategic Wealth Investments, LLC are affiliated companies.

Strategic Wealth Investments, LLC.

© 2023