Wealth management and financial planning; for individuals and businesses.
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Take the mystery out of preparing for today and tomorrow.
Benson Wealth Management combines innovation with thorough research to effectively uncover unique growth opportunities.
Investments
At Benson Wealth Management, our investment strategy is rooted in rigorous research and a forward-thinking approach. Whether you're interested in traditional asset classes or emerging investment opportunities, we are dedicated to identifying avenues that sustains your portfolio for the future.
Financial Planning
Our financial planning services offer you a holistic roadmap for your financial journey. We provide bespoke financial advice that encompasses wealth preservation, retirement planning, and estate planning. We aim to not only meet your immediate financial needs but also secure your long-term financial health.
Our Process
01
Personalized
Discovery
Begin with a deep dive into understanding each client's unique financial needs, wants, and long-term aspirations.
02
Stategic Development
Craft customized strategies that reflect the individual's goals, leveraging a blend of innovative and traditional approaches.
03
Dynamic Implementation
Execute the tailored strategy with agility, utilizing cutting-edge technology and thorough research to adapt to market changes.
04
Continuous Monitoring
Regularly review and adjust the strategy to align with the client's evolving needs and the shifting financial landscape.
Challenging Conventional Approach
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
The investor of today does not profit from yesterday's growth.
— Warren Buffett
Want to work with us?
Call/Text: 423-212-5990
Call :
530-891-0719
9298 Apison Pike Ste 106
Ooltewah, TN 37363
Series 7, 31, 63, 65
Disclosure
Advisory Services are offered through Benson Wealth Management, an investment advisor in the State of Tennessee. Securities offered through Infinity Financial, Member FINRA/SIPC. Benson Wealth Management and Infinity Financial are separate entities, independently operated.