Our Role as Co-Fiduciary

The challenges we face as fiduciaries are clear. At LeConte Wealth Management, we address these challenges with our sights set on a single concept: Improving the retirement outcomes of retirement plan participants.

•  We serve as a co-fiduciary alongside our clients.
•  Our fiduciary role is defined by the advisory services we provide to a retirement plan as Investment Adviser Representatives of Commonwealth Financial Network.
•  We provide process-driven strategies to help reduce the liability of plan fiduciaries.

We make a commitment to our clients to provide independence, protection,  and results to make the employer-sponsored retirement plan a better experience for participants and fiduciaries alike.

 Our highly qualified, experienced team members help make this a reality for our clients.

 We operate in a completely fee-transparent environment, free of the many conflicts of interests historically associated with the retirement plan business.

 Most important, we are committed, as a co-fiduciary alongside our clients, to improving the only thing that matters: outcomes for plan participants