Harness the Power of Financial Momentum

Turn your financial goals into forward motion and shape a future that reflects what matters most to you.

Life Planning

Exploring Values & Lifestyle
Life Transitions
Family Legacy
Charitable Impact

Financial Wellness

Taking Control of Money
Defining and Pursuing Goals
Anticipating the Expected and Unexpected
Healthcare and Education

Wealth Planning

Investment Stewardship
Lifetime Tax Planning
Financial Independence
Estate Planning

Organizational Services

Retirement Plan Design
Employee Engagement and Wellness
Fiduciary Partnership
Investment Advisory

Kinetic Wealth is a people-focused and forward-thinking Registered Investment Advisory firm in East Tennessee.

With high regard to our fiduciary duty, we exist to faithfully serve individuals and organizations who are eager to understand and take control of their finances. Deep, authentic relationships allow us to help our clients clarify and define what is most important and utilize that knowledge when making important decisions. Our comprehensive approach facilitates a proactive partnership rooted in accountability putting clients in position to Ignite Financial Momentum and create meaningful outcomes.

Life is full of Momentum Moments, those times when decisions are most impactful. We proactively prepare our clients for those moments through: Life Planning, Financial Wellness, and Wealth Planning services.

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Investing

Expectations in an Unpredictable World

We talk about risk and return often when discussing investing. With investments, many go to great lengths to assign numbers...

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Tax Planning

Taxation and Planning

Paying taxes and filing returns affects nearly all of us....

General News

Trusted Partners

Kinetic Wealth proudly serves our clients as a fee-only fiduciary....

General News

Values-Based Action

At Kinetic Wealth, we help our clients identify and clearly...

General News

Who We Are

Kinetic Wealth is a people-focused and forward-thinking Registered Investment Advisory...

Get Started Today!

Your goals deserve more than good intentions, they deserve a clear path forward. We’ll help you take the guesswork out of planning and replace it with purpose and confidence.