SouthEast Wealth Management
At SouthEast Wealth Management, our personalized service focuses on advising on the development and implementation of investment strategies to help clients meet their immediate and future goals in areas such as retirement planning, risk management and portfolio balance, income protection, asset protection with insurance solutions, and estate planning strategy.
Our wealth managers are truly client-centered to help you build an investment portfolio designed to meet your objectives with consideration for your risk tolerance. We know that the best way to meet our clients' needs is to spend time with them, and getting to know you helps us better prepare you to pursue your specific retirement goals.
Serving Chattanooga, Ooltewah and Surrounding Communities
The Davis Team
9218 Lee Highway
Ooltewah, Tennessee 37363
Serving Knoxville and
12700 Kingston Pike
Knoxville, Tennessee 37934
Serving Cookeville and
1065 East 10th Street
Cookeville, Tennessee 38501
As representatives of ProEquities, Inc., we provide access to an extensive range of products and services, carefully selected from among the foremost investment management organizations in the United States.
General Securities - equities, treasury securities, corporate bonds, municipal bonds, Federal agency securities, fixed income and certificates of deposit
Mutual Funds - more than 7,000 funds
Variable Annuities - 12 issuers, offering long term, tax-advantaged investment opportunities
Variable Life Insurance - More than 40 issuers, offering 100 different variable life insurance policies
Investment Advisory Services - financial planning and financial consultation services, customizable asset management service and private asset management program
Alternative Investments - a broad selection of products and services including real estate, energy, absolute return and hedging strategies for qualified investors
Unit Investment Trust - offered through and managed by some of the nation's leading firms
- are not a deposit
- are not FDIC-insured
- are not insured by any federal government agency
- are not guaranteed by the bank
- may go down in value
Advisory services from Denise Davis, Roger Davis and Jennifer Matthews offered through WMG Financial Advisors, LLC (WMG) a registered investment advisor. Securities offered through ProEquities Inc. (PES), a registered broker/dealer, member FINRA and SIPC. WMG, PES, and SouthEast Wealth Management are independent of each other. Investments are not bank products, are not guaranteed, and may lose value.
Advisory services from Patsy House offered through Investment Advisors, a registered investment advisor. Securities offered through ProEquities Inc. (PES), a registered broker/dealer, member FINRA and SIPC. WMG, PES, and SouthEast Wealth Management are independent of each other. Investments are not bank products, are not guaranteed, and may lose value.