LoneTree Wealth Management

LoneTree Wealth Management is a financial planner in Memphis, Tennessee. The firm provides personalized, fiduciary wealth planning and investment management for families, entrepreneurs, and business owners. Serving clients across the country, the firm maintains a 4.90 rating.

As an independent, fiduciary firm, LoneTree Wealth Management focuses on a partnership-driven approach to financial advice. The team, including partner Andrew Gilbert, CFP®, offers expertise in financial planning, investment management, tax strategy, alternative investments, estate planning, and business transitions. The firm is built to assist individuals navigating complex financial seasons, such as managing equity compensation, rapid income growth, upcoming college expenses, or anticipated inheritances. Their advisory philosophy is rooted in the shared experiences of their team members as business owners and parents, ensuring they understand the real-world implications of the decisions their clients make.

Located on Poplar Avenue, the office is situated near the Poplar-White Station Branch Memphis Public Library and is a short drive from Concorde Career College - Memphis.

The business maintains well-documented information online, and their digital presence is easily accessible to those searching for financial services.

LoneTree Wealth Management provides dedicated fiduciary expertise to help families and business owners in Memphis build their legacies.

Services:

• Estate and Philanthropic Planning
• Financial Planning
• Investment Management
• Risk Management
• Wealth Transfer Planning