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Put your future into focus today.

Working with Us

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Our Process

First, We Gather -

Each client relationship begins with a thoughtful, collaborative discovery process designed to clearly understand their individual goals, financial situation, and unique needs. We listen, ask meaningful questions, and review key details such as current assets, liabilities, risk tolerance, and priorities.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Advisory Services

We actively oversee and manage the portfolio on your behalf. We provide ongoing guidance, monitor performance, and adjust as needed to help keep the strategy aligned with your goals, risk tolerance, and changing needs.

Estate Planning Services

We help clients organize and structure their assets so they can be managed and distributed according to their wishes. While we do not provide legal or tax advice, we work closely with you to help align investment strategies with your estate goals, ensuring a thoughtful plan for future generations.

Individual Retirement Accounts

IRAs are tax-advantaged investment accounts designed to help individuals save for retirement. They allow you to grow your savings over time through a variety of investment options, offering potential tax benefits depending on type of IRA chosen to fit your needs.

Investment Products

We use a variety of investment products such as stocks, bonds, mutual funds, annuities and exchange-traded funds to help build, preserve, and grow your wealth based on your individual goals, risk tolerance, and time horizon. We will help you pick the products that are best for you.

Retirement Planning

We help clients plan for retirement income by using your financial information to create a personalized strategy to grow and manage assets over time. We help you stay on track and make informed decisions as you move toward a confident retirement.

College Saving Services

We use 529 college savings plans, which are tax-advantaged accounts designed to help you save for future education expenses. Contributions grow tax-deferred, and withdrawals for qualified education costs such as tuition, books, and certain fees are tax-free making this a powerful tool for long-term education planning.

Office Address

1833 W Morris Blvd
Morristown, TN 37813
Local Phone: (423) 318-5915
mitch.mccann@wellsfargoadvisors.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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