Wealth management and financial planning; for individuals and businesses.
Our Specialties
At Benson Wealth Management, your aspirations are the blueprint for our partnership. We embark on a journey with you, starting with a deep dive into your life ambitions and financial dreams. Your wealth isn't just a number to us; it's the key to unlocking the life you wish to lead and the legacy you aim to create. Whatever you envision for your future, from the milestones you want to hit to the memories you want to make, we're by your side to turn those dreams into reality.
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.
A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.
— Suze Orman
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.