What Does Boutique Wealth Management Really Mean?

Wealth management firms come in all shapes and sizes. Large institutions often have impressive branding, but they can also come with layers of bureaucracy. Boutique firms like ProffittGoodson offer something different: personalized, high-touch service with deep local roots.

We’re proud to serve families, professionals, and entrepreneurs across East Tennessee and beyond with:

• Hands-on support for investment planning and retirement income
  
  

• Tailored financial coaching for growing families or mid-career professionals
  
  

• Guidance through major life transitions like business exits, inheritance, or downsizing
  
  

• Collaboration with CPAs, attorneys, and estate planners to coordinate across your financial life
  
  

We understand East Tennessee’s unique business climate, tax environment, and real estate dynamics. That local knowledge helps us build smarter, more relevant financial strategies.