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Wealth Management Approach

Our approach provides guidance for a range of clients – from those just beginning to accumulate wealth, to those who require more sophisticated services, including legacy financial advice. No matter what your financial priorities are, we can help you think through appropriate strategies to address them.

Building Wealth
Requires an in-depth plan with clear understanding of your goals and a realistic strategy for reaching them.
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Managing Wealth
Involves smart oversight of current strategies, with sufficient diversification and appropriate short/long-term risk ratios.
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Protecting/Passing on Wealth
Entails asset structuring, estate planning and trust services to leave a strong financial legacy for future generations.
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Wealthwise Videos
Our financial advisors offer insight on a range of topics in our Wealthwise video series.
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Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value
Insurance Products and Annuities:  May be purchased from any agent or company, and the customer’s choice will not affect current or future credit decisions.

FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (“FTB”) and its affiliates. Financial planning and trust services provided by FTB. Investment management services, investments and annuities available through FTB Advisors, Inc., member FINRA, SIPC, and a subsidiary of FTB. Arkansas License # 416584. Insurance products available through FTB Advisors Insurance Services, Inc. (”FTBIS”), a subsidiary of FTB. Arkansas License # 247414. In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (“FHIS”), a Tennessee corporation, and a subsidiary of FTB. The principal place of business of FHIS is 165 Madison Ave., Memphis, TN 38103. California License # OD12174. FTBIS, FTB Advisors, Inc., and FHIS may transact insurance business or offer annuities only in states where they are licensed or where they are exempted or excluded from state insurance licensing requirements. FTB Advisors does not offer tax or legal advice. You should consult your personal tax and/or legal advisor concerning your individual situation.