About Us

About Structured Wealth Strategies


At Structured Wealth Strategies, we endeavor to help protect your life savings and make sure that it’s distributed in the most tax-advantaged way – both in life and in death. Call us to schedule an appointment at (800) 595-1130

Our Vision


The vision of our team is to offer concepts, methods, and products that assure financial balance and peace of mind for everyone we touch and are honored to work with.

Our Mission


We build relationships, teach financial balance, offer safe money solutions, and enable sustainable financial security with honesty, integrity, and service.

Our Strategy


Develop a retirement income financial plan that maximizes assets, minimizes taxes, and guarantees the most inflation-adjusted income possible utilizing the fewest amount of assets.

Structured Wealth Strategies is an association of independent business, legal, and financial professionals dedicated to helping people understand the challenges and opportunities that finances have on their lives.

Each associate at Structured Wealth Strategies has extensive experience in their respective profession and has used the concepts, methods, and solutions they promote to resolve financial challenges in their own lives. They focus on helping people build and protect their money using “Specialized” financial instruments, concepts, and methods.


How Can We Help You Today?

Get In Touch

73 College Street
Suite C
Monteagle, TN 37356
(800) 595-1130