Creating and protecting wealth since 2013
At Aycock Wealth Management, we believe managing wealth involves much more than managing investments. We help clients bring together investment management, retirement planning, estate planning and tax strategies into one coordinated financial plan.
We combine more than 25 years financial services experience with sophisticated planning technology to identify opportunities, uncover potential gaps and help clients make informed financial decisions.
Get in touch with us to set up a no-obligation consultation, or use the contact form at the bottom of this page to learn which of our services may be most beneficial to you.
Contact
➤ LOCATION
214 Overlook Circle, Suite 200
Brentwood, TN 37027
☎ CONTACT
billy@aycockwealthmanagement.com
(949) 776-9533 text : (615) 397-9983 call
Areas of Practice
Wealth management
We provide comprehensive wealth management designed to bring together investments, retirement planning, estate planning, tax strategies and other important financial decisions into one coordinated plan built around your goals, priorities and financial life.
Retirement planning
We help clients prepare for the transition from accumulating wealth to using and preserving it by coordinating retirement income, investments, Social Security, taxes, required minimum distributions and other financial decisions throughout retirement.
estate planning
We help clients understand how their assets will pass, identify potential gaps in their current plans, and coordinate estate planning with investments, beneficiary designations, taxes and family goals to protect what they’ve built and make the eventual transfer of wealth as efficient as possible.
tax mitigation strategies
We help clients identify and evaluate tax mitigation opportunities that can reduce unnecessary taxes and improve long-term financial outcomes, incorporating those strategies into the broader financial and investment plan and coordinating with tax professionals when appropriate.
investment management
We construct and manage investment portfolios based on each client’s goals, risk tolerance, time horizon, income needs and overall financial situation, utilizing traditional and alternative investment strategies when appropriate as part of the broader financial plan.
real estate and 1031 exchanges
We bring extensive experience in real estate and 1031 exchanges to help clients navigate the complexities of transitioning from appreciated investment real estate, evaluating replacement properties and identifying tax-deferral opportunities while considering how those decisions fit within their broader investment, income, tax and estate planning goals.
“The time to repair the roof is when the sun is shining.”
Let's Chat.
Financial Planning starts with a conversation. Whether you’re approaching retirement, reviewing your estate plan, considering a change to your investments, facing a significant financial decision or simply want a second set of eyes on your current plan, we’d be happy to learn more about your situation and explore which of our services may be most beneficial to you.
Use the form below to get in touch, or call or email use to schedule a no-obligation consultation.