C&J Wealth Advisors

C&J Wealth Advisors

Independent financial advisors specializing in tax-smart investing and retirement income planning for East Tennessee communities.

HQ location
Knoxville, United States
Launch date
Employees
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Acquisition
Total Funding000k
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C J Wealth Advisors is a financial advisory firm dedicated to serving the greater Knoxville, Oak Ridge, and surrounding East Tennessee communities. The firm specializes in tax-smart investing and retirement income planning, aiming to protect and grow clients' assets while minimizing unnecessary taxes and risk. C J Wealth Advisors operates with a fiduciary standard, ensuring that clients' best interests are always the top priority. The firm is independent and not driven by commissions or product agendas, which allows for unbiased advice and personalized service. The team brings advanced expertise and a personal approach to investment management and financial planning, offering a level of accessibility and service that is rare in the industry. The business model focuses on client education and complete transparency, with an in-house investment management team that invests in businesses exhibiting quality, value, and resiliency. By owning quality businesses at reasonable prices, the firm positions portfolios for attractive long-term returns while avoiding unnecessary risk. Clients can also organize their financial life through a wealth management portal provided by the firm.

Keywords: tax-smart investing, retirement planning, fiduciary standard, independent advisors, East Tennessee, financial planning, investment management, client education, transparency, wealth management.

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