Three of the central Mississippi’s leading finance industry veterans, with a combined 65 years of leadership and advisory experience, have joined forces to launch a new wealth management firm, Resolute Wealth Strategies, LLC, in Jackson.
Resolute Wealth Strategies (RWS) offers solutions for individual clients ranging from financial planning, retirement planning and portfolio construction and management to estate, legacy, and philanthropic planning. RWS institutional solutions include retirement plan selection, investment policy development and review, asset allocation and discretionary investment management.
The firm’s co-founders Phil Burnett, Chief Executive Officer, Warwick Alley, President and Chief Financial Officer, and Michael Puckett, Chief Operating Officer and Chief Investment Officer believe Resolute Wealth Strategies is uniquely positioned to deliver more purposeful and unwavering guidance and service to its clients across Mississippi, the southeast US, and beyond.
“Today’s financial services industry is challenged to balance innovation and agility with risk, scale and above all else resiliency,” said Burnett. “We have learned through the years that in volatile times like these, clients want leadership that is more resolute and determined to stand strong in the face of any challenge,” said Burnett. “These traits are at the root of how we create and manage purpose driven wealth strategies for each of our clients.”
Burnett said RWS’s broad and flexible capabilities deliver a host of unique benefits to clients. For example, unlike many of its competitors, the firm has full autonomy to set its strategic direction based on financial goals and objectives, tolerance for risk, and time horizon.
Additionally, RWS’s personalized, well-resourced open architecture environment seeks to fulfill all clients’ financial needs. By serving as fiduciaries, they always act in their clients’ best interests by recommending appropriate financial solutions.
“Our open architecture resource platform helps improve clients’ asset allocation and diversification, allowing us to offer competitive fees and individual customization. It also fosters an environment of increased trust with our clients,” said Burnett.
Resolute Wealth Strategies is located at 4400 Old Canton Road, Suite 210 in Jackson. For more information, visit theresoluteadvisor.com, email info@theresoluteadvisor.com or call 601-952-8850.
Resolute Wealth Strategies is an investment advisor registered with the Securities and Exchange Commission (SEC). SEC registration does not imply a certain skill or expertise.
