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Our Services

Tailored Professional Investment Management

Fee-Only Holistic Financial Planning

Asset and Income Protection Strategies

Business Valuations & Exit Planning

Employer Retirement Plans

Estate Planning

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Our Services: Tailored to Your Needs

At Scenic City Wealth, our team employs a comprehensive approach to address your financial needs and aspirations.

Holistic Financial Planning: An all-encompassing approach considering all aspects of your financial life. We don’t believe in delivering financial plans, we believe in financial planning. Our clients don’t just receive a document and told to follow it, we guide them along the way and provide access to the reflection of their financial lives on a dynamic app and website tied to all of their accounts so that we can adapt to life’s changes together.

Tailored Professional Investment Management: Our investment management approach combines low-cost passive and active ETFs, actively managed SMAs (Separately Managed Accounts of individual stocks and bonds), mutual funds, and alternative investments to build a diversified portfolio tailored to your unique goals. We believe in diversification, tax-efficient investing, and investing dollars in coordination with our client’s lives so that the money is there with they need it.

Asset and Income Protection Strategies: Strategic plans to safeguard your financial well-being. Life, long-term Care, and disability insurance play an important role in preparing for the unexpected.

Business Exit Planning: Expert guidance for a smooth transition from your business, securing your legacy. Helping coordinate business valuations, income replacement, and tax minimization strategies.

Employer Retirement Plans: Maximizing Employee Benefits Our role extends to optimizing employer-sponsored retirement plans, ensuring that participants receive valuable benefits and education on how to reach their financial goal and employers have the support they need to fulfill their fiduciary role to their retirement plan participants.

 

Portfolio Management

Portfolio Management

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

Retirement Strategies

Retirement Strategies

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Estate Strategies

Estate Strategies

An estate strategy involves more than updating key documents. Let's build a strategy to protect your legacy with a comprehensive estate strategy.

Social Security Strategies

Social Security Strategies

Social Security can play a key role in your overall retirement strategy. We'll work together to build a customized Social Security strategy.

Business Planning

Business Planning

Navigate the unique financial challenges and opportunities of owning a small to medium-sized business with personalized financial guidance, business valuations, and exit planning. 

Cash Flow Analysis

Cash Flow Analysis

Analyze your cash inflows and outflows to make informed financial decisions for your future.

Life Insurance

Life Insurance

Life insurance is a key risk-management tool that can help you pursue your financial dreams while protecting the ones you love.

HNW/UHNW Clients

HNW/UHNW Clients

As your assets increase, you may require more sophisticated financial strategies to help manage your net worth. We offer tailored financial services for high-net-worth and ultra-high-net-worth individuals.

Education Strategies

Education Strategies

With some preparation, we can develop an approach that can help you manage the cost of education for your children.

Charitable Giving/ Legacy Planning

Charitable Giving/ Legacy Planning

We can help you create a legacy that makes a lasting impact through charitable giving and estate strategies.

Special Needs Trusts

Special Needs Trusts

We help you pursue the financial security and care of loved ones with disabilities through a specialized trust plan.

Debt Management

Debt Management

Develop a personalized plan to get out of debt and achieve financial freedom.

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