At C&J Wealth Advisors, we believe you deserve credentialed and committed advisors that work with your best interests in mind. Serving the greater Knoxville, Oak Ridge and surrounding East Tennessee communities, we bring an independent perspective, advanced expertise and a personal approach to investment management and financial planning.
Our goal is to give you clarity and confidence in a plan for achieving your financial independence. Contact us for a complimentary consultation to discuss how we can be of help with your financial and retirement goals. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of C&J Wealth Advisors, unless otherwise specifically cited.
Our goal is to give you clarity and confidence in a plan for achieving your financial independence. Contact us for a complimentary consultation to discuss how we can be of help with your financial and retirement goals. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of C&J Wealth Advisors, unless otherwise specifically cited.
Services
Our team upholds a strict and long-standing commitment to the fiduciary standard, putting your best interests above all else. We are not driven by commissions, product agendas or any motivation other than being of service to you. Our integrity and commitment are defining characteristics of our culture and have been steadfast since the firm was founded in 1982.
At C&J Wealth Advisors, we provide client education and complete transparency with an in-house investment management team. This provides us with maximum flexibility to serve your needs. As a client, if you have a question about the markets or your investments, you can speak directly to our portfolio manager and investment analyst, Scott Smith, CIMA - a level of accessibility and personal service that is somewhat unheard of in our industry.
With a firm rooted in taxes and accounting, we provide a unique tax-smart approach to investment management. We will help you navigate and create tax-advantaged accounts and investment strategies to maximize your net returns over time. Transitioning from your career into retirement or a life of financial independence is a major event that requires expertise and care to navigate.
Immediate actionable steps to protect your savings from heavy, unnecessary "retirement taxes.". All written content on this site is for informational purposes only. Opinions expressed herein are solely those of C&J Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party's informational accuracy or completeness.
Reviews
Be the first to review Coulter & Justus PC.
Write a Review
