Discover which personalized financial services are right for you.

Retirement Plan Services

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Retirement Benefits Analysis

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Outsourced Staffing

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Software Consulting and Implementation

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Startup Funding Consultations

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Fiduciary Services

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Expansion Funding Consultations

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ERISA Asset Management

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Complex Tax Planning & Compliance

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Business Valuation

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Assuring Services

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Business Consulting

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Mergers & Acquisition Support

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Family Office

Beyond just traditional wealth management, our family office gives you more services to support a long-term plan.

Bill Pay

When you have your bills sent to us, we’ll pay them for you.

Accounting

We’re ready to deploy an entire QuickBooks team for you. Our partners at Cannon Wright Blount are the fourth-largest privately held accounting firm in Memphis. They provide a multitude of accounting services to families and small companies.

Insurance Needs Analysis

Insurance can be essential to your financial plan, protecting you in the case of accident, disability or death. Since we don’t sell any insurance products, we can make an unbiased recommendation of what you need.

Pension, Deferred Compensation & Stock Option Planning

Executives at large corporations navigate a labyrinth of benefits when considering their financial future. We can help you understand the benefit options and guide you through each piece so you can make an informed decision about your future.

Estate Planning

From providing for your spouse to leaving money to your favorite charity, the right estate planning will make sure that your assets will be preserved. We’ll create a strategy that will oversee the transfer of wealth from one generation to the next, lower tax issues and make sure that your legacy will last.

Charitable Gift Planning

We can help you find the best way for you to express your generosity. Whether it’s gifting appreciated securities or setting up donor-advised funds, we’ll guide you toward the charitable vehicle that’s right for you.

Education Planning

We can help you navigate the options and develop a strategy to fund an education for a child or grandchild. We can help you use investment tools like Coverdell education savings accounts, 529 college savings plans and specialized trusts.

Retirement Planning

Because people are enjoying longer lives, the chance of going 25 years without regular income demands thoughtful investment guidance. From creating goals to navigating your options, we’ll find smart strategies to build a comfortable retirement.

Investment Services

We offer full-service asset management for those who prefer to use the skills and expertise of professional money managers. We use a thorough process that matches your unique goals and risk tolerance with an asset allocation model that's designed to meet your long-term needs – from capital protection to asset growth.

This is a long-term strategy that combines customized investment management with smart asset allocation that will help you achieve your financial goals without assuming excessive risk. By diversifying your assets across many investments and sectors, we try to create a more consistent, positive return over time. Depending on your risk tolerance, the economic environment, your specific goals and other factors, your portfolio may include domestic and global stocks, fixed income, real estate and alternative investments.

Income Creation

Income can be created from many asset classes and investments. We’ll work together to use different assets to produce a consistent cash flow stream.

Family & Small Business Consulting

Relieve your financial distractions so you can work on the important things: running your business and providing for your family. Remember, it’s not how much money you make – it’s how much money you keep. We’ll take a high-level view of your business to identify and fix inefficiencies to put your business and personal finances in harmony.