Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you work towards your dreams.
As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to help work towards your dreams.
Contact Us
Call: (931) 424-4992
Our Team
Lee Hooks
Mr. Hooks is a CERTIFIED FINANCIAL PLANNER™ and co-owner of Michael Wealth Management Group. Lee enjoys working with new and existing clients to help them grow and manage their wealth. Lee Hooks is a graduate of Santa Clara University's Masters of Business Administration program where he holds a concentration in finance. Mr. Hooks also holds a certification in Financial Planning from Boston University.
Lee holds Securities Series 7, 24, 63, and 66 registrations through LPL Financial as well as various Life and Health insurance licenses. Prior to working in the financial planning industry Mr. Hooks was employed by one of the 5 largest CPA Tax firms in the nation. Lee worked in the tax strategy department where he helped companies like Microsoft, Intel and Cisco develop tax strategies that would help improve their success. Mr. Hooks is active in his church and community.
Lee serves on various charitable boards and organizations in the Middle Tennessee where he is able to donate his financial experience. Mr. Hooks enjoys working with your CPA* and attorney* with the goal of creating a lasting legacy for your family that will endure for generations. Lee also enjoys golfing, traveling and spending time with his lovely wife Therese and children Colton and Ruby. Lee's vision is to be the trusted adviser for you and your family.
Lee holds Securities Series 7, 24, 63, and 66 registrations through LPL Financial as well as various Life and Health insurance licenses. Prior to working in the financial planning industry Mr. Hooks was employed by one of the 5 largest CPA Tax firms in the nation. Lee worked in the tax strategy department where he helped companies like Microsoft, Intel and Cisco develop tax strategies that would help improve their success. Mr. Hooks is active in his church and community.
Lee serves on various charitable boards and organizations in the Middle Tennessee where he is able to donate his financial experience. Mr. Hooks enjoys working with your CPA* and attorney* with the goal of creating a lasting legacy for your family that will endure for generations. Lee also enjoys golfing, traveling and spending time with his lovely wife Therese and children Colton and Ruby. Lee's vision is to be the trusted adviser for you and your family.
*Specific individualized tax or legal advice is not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Michael Wickberg
Michael specializes in wealth accumulation strategies, retirement planning, and estate planning strategies. Michael's goals are to develop customized financial plans for each individual client that will help them address their financial goals and objectives. His client base consists of pre-retirees, retirees, business owners, and professionals. Michael holds his Securities Series 7, 63, 24, 31 and 66 registrations through LPL Financial as well as his life and health insurance license for the state of Tennessee. He enjoys spending time with his wife, Mitzi, and three kids, Abby, Mary Jane, and Riley.
Michael specializes in wealth accumulation strategies, retirement planning, and estate planning strategies. Michael's goals are to develop customized financial plans for each individual client that will help them address their financial goals and objectives. His client base consists of pre-retirees, retirees, business owners, and professionals. Michael holds his Securities Series 7, 63, 24, 31 and 66 registrations through LPL Financial as well as his life and health insurance license for the state of Tennessee. He enjoys spending time with his wife, Mitzi, and three kids, Abby, Mary Jane, and Riley.
our difference
What Makes Us Different
When we say “Experience the Difference”, we mean it. From the moment you walk in the door, you are treated like family. We have a personal relationship with our clients and make it our business to know your aspirations and dreams, so we can help you work towards them. At Frankewing Wealth Management, relationships are the foundation of our business.
“Experience the Difference”
When we say “Experience the Difference”, we mean it. From the moment you walk in the door, you are treated like family. We have a personal relationship with our clients and make it our business to know your aspirations and dreams, so we can help you work towards them. At Frankewing Wealth Management, relationships are the foundation of our business.
In order to maintain the high quality of service our clients have come to expect, we limit our number of new clients each year. Many advisors take every new client that comes through the door because they are solely focused on their quota or how much money they can make. At Frankewing Wealth Management we are solely focused on the “Difference” we can make.
Call us today so you can “Experience the Difference” and let us show you how we can add value to your life.
our services
Products and Services
At Frankewing Wealth Management, we provide assistance in the following areas:
- Traditional Investments
- Mutual Funds
- Government Securities
- Stocks
- Bonds
- Alternative Investments
- Business Retirement Plans
- Estate Planning
- Insurance Planning
- Annuities
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What's a suitable approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Resources
Securities offered through LPL Financial,Member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates.
*LPL Financial Representatives offer access to Trust Services through The Private TrustCompany N.A., an affiliate of LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AL, CO, FL, GA, IN, KY, MI, MS, NY, OH,OR, SC, TN).
BrokerCheck is a free tool which is part of FINRA's ongoing efforts to help investors make informed choices about brokers and brokerage firms.
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Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
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Not insured by any Federal Government Agency |
Not a Bank Deposit |
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