Comprehensive financial planning for the big plans in your life

With your busy life, there are so many important financial matters and milestones that must be addressed. But with all that’s going on in your successful business or career, do you have time for it? We do. We’ll help you see the big financial picture, and enjoy the confidence of knowing you have an experienced and trusted team tending to the smallest detail. So go ahead and get the most out of life. We won’t let anything stand in your way.

Business Owners

06/10/2018

Unique solutions for business owners and entrepreneurs.

Niches

Individuals

06/08/2018

A pragmatic approach to wealth management

Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Clay

Gilliland, AAMS^® Senior Portfolio Strategist

Matt

Jeter, CPFA Principal

Patty

France Chief Compliance Officer

Cole Morgan,

AAMS^® Investment Advisor

The essence of investment management is the management of risks, not the management of returns.

Benjamin Graham

This website (www.gillilandjeter.com) (this “Website”) is owned and operated by Gilliland Jeter Wealth Management, LLC (“Gilliland Jeter Wealth Management”). Gilliland Jeter Wealth Management offers investment advisory services and is an investment adviser registered with the U.S. Securities and Exchange Commission (the “SEC”). SEC registration does not constitute an endorsement of the advisory firm by any regulatory authority, nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Gilliland Jeter Wealth Management as of the date hereof, which are subject to change without notice at any time. Gilliland Jeter Wealth Management does not represent that any opinion or projection will be realized. Neither Gilliland Jeter Wealth Management nor any of its managers, officers, employees, agents, or affiliates represents that any information from third parties presented on this Website is accurate, current, or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before making any investment.

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