Wealth Management

Our affiliate and partner, HHM Wealth Advisors, LLC, tailors wealth management strategies to each individual client. HHM Wealth provides clients with a different kind of advisory relationship. They advise clients as an Independent Registered Investment Advisor (RIA). They do not receive commission or other compensation for investing a client’s assets in any specific investment. Instead, they recommend investments based on their value to our clients’ overall goals.

HHM Wealth partners with Charles Schwab & Co., Inc., the institution nearly 7,000 advisory firms look to as they seek to effectively custody their clients’ assets. This means that your money is in good hands, and should give you peace of mind as you consider your future wealth goals.

HHM Wealth Offers a Proven Approach in the Areas of:

  • Retirement Income Planning
  • Financial Planning
  • Investment Planning
  • Estate Planning

HHM CPAs and HHM Wealth Advisors often partner to deliver premier, individually tailored financial services to professionals, executives, and families.

Premier Services Offered:

  • Income Tax Planning
  • Investment Advisory
  • Estate & Trust Planning
  • Business Succession Planning
  • Family Office
  • Insurance & Risk Management
  • Charitable Planning

HHM is here to help you with all of your financial advisory needs. Contact us to schedule an appointment at 423-756-7771.

Recent Blog Posts
Tennessee 2019 Sales Tax Holiday

Jul 17, 2019

By Lauren Crowe, MBA The annual Tennessee sales tax holiday is the perfect weekend to purchase school supplies, clothing, and computers without the additional fees…

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401(k) retirement plan contribution limit increases for 2018; most other limits are stagnant

Dec 20, 2017

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2018. But one piece of…

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You may need to add RMDs to your year-end to-do list

Nov 22, 2017

As the end of the year approaches, most of us have a lot of things on our to-do lists, from gift shopping to donating to…

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Investors: Beware of the wash sale rule

Sep 27, 2017

A tried-and-true tax-saving strategy for investors is to sell assets at a loss to offset gains that have been realized during the year. So if…

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Own a vacation home? Adjusting rental vs. personal use might save taxes

Jul 14, 2017

Now that we’ve hit midsummer, if you own a vacation home that you both rent out and use personally, it’s a good time to review…

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Chattanooga Office

1200 Market St.
Chattanooga, TN 37402
P 423.756.7771
F 423.265.8125

Memphis Office

1755 Kirby Parkway, Suite 200
Memphis, TN 38120
P 901.683.4234
F 901.763.2795

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