About George Wealth Management | Financial Planning Chattanooga TN
About George Wealth Management
Clearer financial decisions. Thoughtful coordination. Personal follow-through.
George Wealth Management is a Chattanooga-based financial practice that helps individuals, families, executives, and business owners organize complex financial decisions around what matters most to them.
Helping people make better financial decisions
Most people do not come to us because they simply need another investment. They come because they want clarity: Are the pieces of their financial life working together? Are they making progress? What decision should come next?
George F. Vieth has worked in financial services since 1986. His role is to help clients define the financial decision in front of them, understand the available choices and tradeoffs, coordinate the appropriate resources, and track the agreed next steps.
A planning-first perspective for business owners
Before selecting a sophisticated strategy, it is important to make sure the right financial decision is being solved. This video explains one example of that planning-first perspective.
Our Collaborative Team
The people pictured contribute through different organizations and professional relationships. George Wealth Management leads the overall planning and coordination process; the photograph does not imply that everyone shown is an employee of George Wealth Management.
Front Row: Rod Washington, Cetera Advanced Planning Team (Cetera shared resource); George F. Vieth, Financial Advisor (GWM core/local team); and Ann Rosevear, Esq., Dunham Trust (independent collaborative professional).
Second Row: Ken Kondas, CLU, ChFC, CFP®, Financial Plan Design Planner (Cetera shared resource); Joni Darling, Financial Plan Design Specialist (Cetera shared resource); Bennett Taylor, Financial Advisor (GWM core/local team); and Jackson Welsh, Services Team Coordinator (GWM service team through RemoteLink, a Cetera service).
One central planning and coordination process
Financial decisions often overlap. Investment choices may affect retirement income. Business decisions may affect taxes, estate considerations, cash flow, and family priorities. George Wealth Management helps keep those connected decisions organized.
Define the decision
Begin with the question that needs to be answered, the facts that matter, and the desired outcome.
Evaluate the tradeoffs
Organize the alternatives, identify the consequences, and determine where specialized professional input may be needed.
Coordinate and follow through
Document the action, the responsible person, and the due date, then track the moving pieces through completion.
How the professional relationships fit together
A coordinated process works best when each person's role is clear. These groups are related to the planning process, but they are not the same organization or employment relationship.
GWM core and local team
Your central planning relationship
George Wealth Management leads the overall financial-planning relationship, helps frame decisions, coordinates the process, and tracks follow-through.
Local office and service team: George F. Vieth, Bennett Taylor, Gary McDade, and Jackson Welsh. Jackson supports GWM through RemoteLink, a Cetera service. Gary is a member of the local office team and a Registered Representative affiliated with Cetera Wealth Services, LLC.
Cetera shared resources
Specialized planning resources
When appropriate, GWM may draw on Cetera-affiliated planning and investment resources. These professionals are shared resources and are not presented as employees of George Wealth Management.
Resources shown: Rod Washington, Ken Kondas, and Joni Darling, along with Cetera's Advanced Planning, Investment Management, and Financial Plan Design teams.
Advanced Planning | Investment Management | Financial Plan Design
Your independent professionals
Legal, tax, and other professional advice
Clients may work with their own attorneys, accountants, and other independent professionals. Each professional acts within their own engagement and scope, while GWM helps coordinate relevant financial-planning decisions.
Professional shown: Ann Rosevear, Esq., Dunham Trust. Other independent professionals may include a client's attorney, accountant, or other specialist.
Who we help
Better financial planning starts with a better question
A conversation can help clarify the decision in front of you, the information still needed, and the next practical step.
Schedule a conversationGeorge Wealth Management does not provide legal or tax advice. Legal and tax matters should be reviewed with appropriately qualified professionals. The availability and role of Cetera resources depends on the situation and applicable arrangements.
Bennett Taylor
Financial Advisor
603-386-6784
bennett.taylor@george-wealthmanagement.com
Bennett Taylor is a Financial Advisor with Cetera Wealth Services, where he offers personalized financial strategies to help individuals, families, and businesses pursue their long-term goals. He holds a Finance degree from the Haslam...
Gary McDade
Senior Investment Executive
423-892-7361
Gary McDade is a Senior Investment Executive with Cetera Wealth, and has been in the financial services industry for 30 years. He’s also the preacher for the Brown’s Ferry Road Church of Christ in Chattanooga (2010 to present). He is...
George F. Vieth CRPC CEPA
Branch Manager, Financial Advisor
4234327059 (voice only)
george.vieth@george-wealthmanagement.com
I believe the best financial decisions begin with understanding.
Since beginning my financial-services career in 1986, I’ve had the privilege of helping individuals, families, business owners, and executives...