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"Wealth management combines financial planning and investment management for an overall strategy to protect and grow wealth. We identify gaps between where the client is and where they want to be based on their feelings, vision for the future, and family dynamics."

- Christi Shell, Certified Wealth Strategist®  

Financial Planning + Investment Management =

Private Wealth Management

Families are the heroes of our story. 

We are their guide to help them resolve known and unknown wealth management issues and to help them enjoy their hard-earned freedom to do what they want, with whom they want, and when they want. 

For many families, it's not enough to grow their investment portfolio to the point of financial freedom. We've also got to structure and title our assets' property for protection from bad outcomes, ensure assets and liabilities are sufficiently covered, create succession plans for businesses, and prepare an estate to be passed on to the next generation. 

These are just a few areas where we've seen mistakes made and corrected. 

For example, the proper titling of assets is often overlooked for asset protection and estate planning, potentially exposing you to unnecessary risks or your heirs to unwanted tax and wealth transfer issues. 

When you invest with us, Christi Shell can help you make sure your investment accounts and other assets are titled properly according to your overall wealth strategy. If you don't have a plan for these essential wealth issues, she'll help you create one that gives you peace of mind. 

As director of wealth management, Christi Shell has more than three decades of personal finance experience, starting with personal banking and now overall wealth management. 

In addition to her vast experience, she earned a B.S. in Organizational Management; she's a Certified Wealth Strategist®, an Accredited Asset Management Specialist®, and a Behavioral Financial Advisor®. On top of all that, she completed the prestigious Wealth Management Theory and Practice program at Yale University. 

She's got you covered.  We've got you covered. 

Invest with us.

Private Wealth Strategies

Estate & Gift Planning Knoxville, TN Shell Capital Management

Estate Planning

Philanthropy Knoxville, TN Shell Capital Management

Asset Protection

Family Governance Knoxville, TN Shell Capital Management

Risk Management

Multi-Generational Planning Knoxville, TN Shell Capital Management

Multi-Generational Planning

Retirement Income Planning Knoxville, TN Shell Capital Management

Retirement Income

Private Wealth Strategy Process

Our mission is to help families survive and thrive by growing and protecting wealth now and for future generations. 

Through education, insight, and understanding, our mission is to develop strategies and tactics for the accumulation and distribution of your assets during life and after death in the most tax-advantaged way.