Patrick Carmichael

Strategic Wealth Investments, LLC is a financial advisory firm based in Knoxville, Tennessee, serving individuals and families seeking a clearer path toward financial security. The firm emphasizes personalized planning and long-term client relationships, beginning with conversations about each client’s priorities, lifestyle, investment risk preferences, and goals. Rather than offering a one-size-fits-all solution, its advisors develop financial plans that can be reviewed and updated as circumstances change.

Services include retirement, investment, and long-term care planning; estate planning (the firm is not licensed to provide legal services); cash flow analysis; and guidance on 401(k)s, IRAs, and investment risk. The firm also provides retirement income planning using insurance products from large institutions, with guarantees provided by the issuing carrier. Its investment approach includes active portfolio management and a stated focus on clients’ interests. Clients can meet regularly with an advisor to review customized portfolios, track progress, and consider adjustments. Strategic Wealth Investments also welcomes people seeking help with education planning, retirement preparation, or decisions following a significant inheritance.