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
Call: (931) 424-4992
Call: (931) 762-6800
Our Team
Lee Hooks
Mr. Hooks is a CERTIFIED FINANCIAL PLANNER™ and co-owner of Highland Wealth Management. 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 Ameriprise Financial Services, LLC 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 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 Ameriprise Financial Services, LLC 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 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 Wickberg obtained his Bachelor Degree in Organizational Leadership with a Minor in Sociology and Psychology from Purdue University. He began his career in the financial industry with Edward Jones Investments where he was a Financial Advisor for over 8 years. While working at Edward Jones his branch office was consistently ranked in the top 3 in customer satisfaction within his region. Michael then opened his own investment company, Highland Wealth Management, where he specializes in wealth accumulation strategies, retirement planning, and estate planning strategies. He has 25+ years of experience and is a private wealth advisor through Ameriprise Financial.
Michael’s goals are to develop customized financial plans for each individual client and 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 Ameriprise Financial Services, LLC as well as his life and health insurance license for the state of Tennessee.
Michael and his wife, Mitzi, have three children, Riley, Mary Jane and Abby, and two wonderful grandsons. They spend their time boating, traveling, motorcycling, and enjoying the company of family and friends.
Adam Kock
Adam is a wealth consultant, helping customers to have the best experience possible in their journey to grow and manage their wealth. Adam is a graduate of Martin Luther College, a small Christian school in Minnesota, with a bachelor of arts. He originally studied to become a pastor, but decided to use his gifts to serve others in finances. Adam holds his Life and Health Insurance License in the state of Tennessee as well as his Series 7, and Series 66 registrations through Ameriprise Financial Services, LLC.
Adam was born and raised in East Tennessee, but recently moved to Columbia with his wife, Juliana. Adam loves being an active member at his church, and in his free time he loves to play golf, watch or play sports (GO Vols!), and volunteer at his local sport club as a director or coach.
The other area of his life that he enjoys the most is his family. Time with his wife is unmatched! They love to travel, go to sporting events and concerts, try new restaurants, or just be out and about in Columbia. AND of course, spending time with their new puppy Huck.
Adam can’t wait to serve you and help you achieve your financial goals! If you want to learn more about me, check out my LinkedIn!
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
The Ameriprise Financial Services, LLC 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.
Securities and advisory services are offered through Ameriprise Financial Services, LLC, a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through Ameriprise Financial Services, LLC or its licensed affiliates. Bank of Frankewing and Frankewing Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of Ameriprise Financial Services, LLC offer products and services using the name Frankewing Wealth Management and may also be employees of Bank of Frankewing. These products and services are being offered through Ameriprise Financial Services, LLC or its affiliates, which are separate entities from and not affiliates of Bank of Frankewing or Frankewing Wealth Management. Securities and insurance offered through Ameriprise Financial Services, LLC or its affiliates are:
