Lawson Winchester Wealth Management was co-founded in 2007 in Chattanooga, TN. Since that time, we have expanded into 2 Lawson Winchester offices (Chattanooga, TN & Dalton, GA) and 1 Satellite Office (Knoxville, TN) in the Southeast. We are always evolving and looking to grow so that we can better serve clients no matter where they may be located.
We offer a team approach to financial planning, offering you a broader scope of expertise than you will find in any one person. We work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. In this process we have many tools that we use; 2 of them being MoneyGuide Elite (a financial planning tool) and Riskalyze (a risk tolerance tool). These tools help us in establishing and maintaining a plan that falls within your established risk tolerance. One of our main goals is to help clients meet or exceed their goals while taking as little risk as necessary to do so.
Lawson Winchester employs the vast resources of Atria Wealth Solutions utilizing Cadaret Grant & Co. as our Broker-Dealer, and multiple custodians including Pershing and Charles Schwab. This allows us to utilize top-notch technology and back-office support. These affiliations provide us with both strength and flexibility to help provide the true Wealth and Asset Management our clients deserve. We pride ourselves on truly being a full service organization.