Wealth Management in Shelby County, TN

We did the hard work of finding trustworthy partners in Shelby County, TN. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Shelby County, TN Wealth Management Firms

Williams Edmundson Wealth Management - UBS Financial Services Inc.
Location Triad Center III, 6070 Poplar Ave, Memphis, TN 38119, USA
Phone (901) 415-3084
Language https://advisors.ubs.com/wewm/?utm_source=Yext&utm_medium=GMB&utm_campaign=172332&y_source=1_MjAwOTY4NzEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Red Door Wealth Management
SEC File# 801-79374
CRD# 153235
Location 756 Ridge Lake Blvd, Memphis, TN 38120, USA
Phone (901) 681-0018
Language http://www.reddoorwealth.com/
Directions
Legacy Wealth Management
SEC File# 801-117015
CRD# 304659
5 out of 5
Location 1715 Aaron Brenner Dr #301, Memphis, TN 38120, USA
Phone (901) 758-9006
Language http://www.legacywealth.com/
Directions
Hearn Wealth Management LLC
Location 1661 International Dr #400, Memphis, TN 38120, USA
Phone (901) 473-9379
Language http://www.hearnwm.com/
Directions
Wealth Management in Shelby County, TN

Where Wealth Management Advisors in Shelby County, TN Serve

Shelby County, TN is a vibrant and bustling community that boasts a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Graceland mansion to the historic Beale Street, this county is steeped in rich cultural heritage and is a popular tourist destination. The top employers in Shelby County include FedEx, International Paper, Baptist Memorial Health Care, and St. Jude Children's Research Hospital, among others. These companies provide a significant boost to the local economy and offer ample job opportunities to the residents. The major highways and streets that run through Shelby County include I-40, I-240, I-269, and US-72, making it easy to travel to and from the area. Additionally, the county is home to several neighborhoods, including Downtown Memphis, Germantown, Cordova, and Bartlett, each with its own unique charm and character.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Shelby County, TN can benefit from a bank in several ways. For instance, a bank can provide access to financial services that can help residents manage their money better. This is particularly important in Shelby County, which has a diverse economy and a large population. A bank can also offer loans and credit facilities that can help residents start or grow their businesses. Additionally, a bank can provide financial education and resources that can help residents make informed decisions about their finances. For example, a bank can offer workshops on budgeting, saving, and investing. Furthermore, a bank can help residents protect their assets by offering insurance and other risk management products. All of these services can help residents of Shelby County, TN achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Shelby County, TN can greatly benefit from the services of an insurance broker. With Memphis as the county seat, this bustling metropolis is home to over 937,000 residents, making it the largest county in Tennessee. An insurance broker can provide assistance in navigating the complexities of health insurance, life insurance, and auto insurance policies. For example, with a high crime rate in certain areas of Memphis, an insurance broker can help residents find the best coverage for their vehicles to protect against theft or damage. Additionally, with the prevalence of chronic diseases such as diabetes and hypertension in Shelby County, an insurance broker can help residents find the best health insurance policies to cover their medical needs. Overall, an insurance broker can provide invaluable support to residents of Shelby County, TN in securing the right insurance coverage for their unique circumstances.

Retirement Planning

Residents of Shelby County, TN can benefit greatly from the expertise of a retirement planner. With a population of over 937,000 people, Shelby County is the largest county in Tennessee and is home to a diverse mix of individuals. Retirement planning can be a complex process, but a skilled planner can help residents navigate the unique challenges and opportunities that come with living in this area. For example, Shelby County has a relatively high cost of living compared to other parts of the state, which can make retirement planning particularly challenging. A retirement planner can help residents develop a personalized financial plan that takes into account their unique needs and goals, whether they are looking to retire in the county or move elsewhere. Additionally, a planner can help residents take advantage of local resources and programs designed to support retirees, such as senior centers, healthcare facilities, and community organizations. Overall, a retirement planner can be an invaluable resource for Shelby County residents looking to secure their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Shelby County, TN could benefit from the guidance of a financial advisor in a variety of ways. For one, the county has a high poverty rate, with over 16% of residents living below the poverty line. A financial advisor could help these individuals create a budget, manage debt, and plan for their financial future. Additionally, Shelby County is home to several large corporations, including FedEx and International Paper, which provide many residents with employment opportunities. A financial advisor could assist these individuals in making informed decisions about their retirement plans, investments, and other financial matters related to their employment. Furthermore, Shelby County has a diverse population, with a significant African American community. A financial advisor with experience in serving diverse communities could help ensure that all residents have access to financial education and resources that meet their unique needs.

Mortgage Loan Officer

Residents of Shelby County, TN would greatly benefit from the expertise of a mortgage loan officer. With a population of over 900,000 and a median home value of $175,000, the county presents a unique set of challenges for potential homebuyers. A skilled loan officer can help residents navigate the complex process of obtaining a mortgage, from assessing their financial situation to finding the best loan options available. Additionally, they can provide guidance on local programs and incentives, such as the Tennessee Housing Development Agency's Great Choice Plus program, which offers down payment assistance to eligible borrowers. With the help of a mortgage loan officer, residents of Shelby County can achieve their dream of homeownership in one of the fastest-growing areas of Tennessee.

Tax Services

Residents of Shelby County, TN could greatly benefit from the expertise of a tax advisor. With the county being home to Memphis, a major metropolitan area, there are numerous tax implications that residents may not be aware of. For example, Shelby County has a local option sales tax rate of 2.25%, which is in addition to the state sales tax rate of 7%. A tax advisor could assist residents in navigating these complex tax codes and ensuring that they are not overpaying on their taxes. Additionally, with the county being home to several major corporations, including FedEx and AutoZone, there may be unique tax considerations for those who work for or own shares in these companies. A tax advisor could provide valuable guidance on how to minimize tax liability in these situations. Overall, a tax advisor can help ensure that residents of Shelby County are taking advantage of all available tax deductions and credits, ultimately saving them money and reducing their stress during tax season.

Estate Planning Lawyer

Residents of Shelby County, TN can benefit from the services of an estate planning lawyer in a multitude of ways. One of the most common ways is through the creation of a comprehensive estate plan that takes into account the unique laws and regulations of Shelby County, TN. This can include drafting wills, trusts, and powers of attorney that comply with state and local requirements. Furthermore, an estate planning lawyer can assist residents in minimizing their tax liability and protecting their assets from creditors. The complexity of estate planning in Shelby County, TN requires a knowledgeable and experienced attorney who can navigate the intricacies of the legal system. With the help of an estate planning lawyer, residents can ensure that their wishes are carried out and their loved ones are protected in the event of incapacity or death.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth managers in Shelby County, TN offer a wide range of services to help clients manage their wealth effectively. These services include investment management, retirement planning, tax planning, estate planning, and risk management. In particular, wealth managers in Shelby County, TN are well-versed in managing the wealth of clients in the Memphis metropolitan area. With its diverse economy and thriving business community, Shelby County presents unique challenges and opportunities for wealth management. Wealth managers in this area must be adept at navigating the complexities of local tax laws, investment opportunities, and estate planning strategies. They must also be able to provide personalized advice and guidance that takes into account each client's unique financial goals and circumstances. Overall, wealth management services in Shelby County, TN are designed to help clients achieve their financial objectives and secure a prosperous future for themselves and their families.

Shelby County, TN is undoubtedly the best place to get a wealth manager. This county boasts a thriving economy with a diverse range of businesses and industries, making it a hub for financial activities. The county's strategic location also plays a significant role in its economic growth, as it is home to Memphis, a city with a rich history and culture that attracts investors and entrepreneurs from all over the world. Moreover, the county has a robust financial infrastructure, with several banks, investment firms, and wealth management companies operating within its borders. This wealth of financial resources and expertise makes it easy for residents to find a wealth manager who can help them achieve their financial goals. With the county's focus on innovation and growth, it is no wonder that Shelby County, TN is the go-to destination for anyone seeking a reliable and experienced wealth manager.