Skip to main content

The Trust Company of Tennessee - Live Confidently

Login
  • Home
  • About Us
    • Our Team
    • Community Support
  • Services
    • Wealth Management
    • Corporate Retirement
    • Personal Trust
    • Nonprofit Investing
    • Business Advisory Services
  • Careers
  • Contact Us
  • Events
  • News

Wealth Management

You can live a life of financial confidence, and the Trust Company of Tennessee can be your guide. We help individuals, families nonprofits and business owners make better financial decisions, so that dreams can become reality.

Many people avoid making financial decisions because they feel overwhelmed or life simply gets in the way. We help guide them to make better financial decisions through the various stages of life so they can live confidently.

We believe that each client is unique. Our promise to you is working to understand your priorities on a deep level and to develop a plan, with our team of experts, to help you accomplish them.

Common concerns that we often address with clients are:

  • Disappointed by the lack of progress toward financial goals.
  • Afraid of running out of money.
  • Confused what to do with IRAs or retirement plans like 401(k), 403(b) or 457(b).
  • Concerned about paying more taxes than necessary.
  • Unsure of appropriate steps to accomplish financial goals.
  • Managing short-term and long-term goals with a clear investment strategy.
  • Worried about heirs understanding the intended legacy gifts.

START A CONVERSATION

Financial Planning

Many of these concerns are answered through establishing a map for your future financial needs and resources.

Individual retirement and financial planning make up a significant portion of most people’s assets. Yet, they can be challenging and complicated. We help you maximize the values of all your investments, savings and retirement accounts, so you can live your retirement life the way you most desire.

Trust Company - Wealth Management - Financial Planning Services

After identifying and prioritizing your goals, our experts will work with you and your legal advisors to develop an overall custom comprehensive financial or estate plan that addresses your specific needs. We will coordinate with you to ensure that any complex or unexpected issues are addressed. We give you back the time to pursue your own passions.

If you already have an estate plan in place, our team of experts can review it to help you identify and implement new financial strategies. We’ll look at your plan’s details as well as your larger financial picture to guarantee that you achieve your goals to transfer wealth to the next generation.

Read more about Wealth Management Topics

START A CONVERSATION

The Trust Company has handled our investments and made it very easy for us to take care of our financial transactions in both the U.S. and around the world.

-- Caryl Griffin, The Elizabeth R. Griffin Research Foundation

Resources

  • Investment Philosophy
  • Wealth Insights
  • Business Advisory Services
  • College Savings Calculator
  • Retirement Income Calculator
  • Retirement Shortfall Calculator
  • Wealth Management Resources

SIGN UP FOR UPDATES

Contact Us

(865) 971-1902
info@thetrust.com

Find a Location

Connect with us

Copyright © 2025 The Trust Company of Tennessee • Privacy Policy • USA PATRIOT Act Notice

By using this site, you are agreeing to the use of cookies to enhance your experience.AcceptReject
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT