Waddell & Associates

5188 Wheelis Drive, Memphis, TN 38117

● Closed

Location & Phone number

Hours open

Photos

About Us

Location & Phone number

Get Directions

5188 Wheelis Dr, Memphis, TN 38117, United States

901-767-9187

wealthstrategists.com

Call Website

About the Business

Waddell & Associates, located at 5188 Wheelis Drive in Memphis, Tennessee, is a finance institution that goes beyond traditional financial planning. Established in 1986, we prioritize individuals and their aspirations over products and transactions. Our wealth strategy transcends financial planning, aiming to help you achieve the lifestyle you desire.

As a family business with shared values, we believe in voyaging together with our clients, colleagues, and communities. We are committed to continuous learning and improvement, always honoring the trust and confidence you place in us with exceptional care.

At Waddell & Associates, our wealth strategists offer personalized and holistic experiences, providing comprehensive strategic consulting for all household assets. We offer ongoing investment advice rooted in independent research, acting as your personal Chief Strategy Officer to help you reach your goals and dreams.

Our services extend to business owners, guiding them through complex processes such as retirement and benefits plans, business succession, and valuation. Let us evaluate your portfolio and develop an investment strategy that aligns with your short- and long-term goals. Partner with us to manage your net worth effectively and reach your fullest potential.