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    • Structured Products
      • Market-Linked Growth CDs
      • Market-Linked Growth Notes
    • Income Portfolios
      • Bond Ladders
      • Dividend-Paying Equities
      • Real Estate Investments
        • Delaware Statutory Trust
        • Real Estate Investment Trust
        • Private Placement Opportunities
    • Growth Investments
      • Equity Investments
      • Exchange Traded Funds
      • Leveraged Index Exchange Traded Funds
    • Donor Advised Fund
    • Annuities
      • Single Premium Immediate Annuities (SPIAs)
      • Variable (Deferred) Annuities
      • Fixed Index Annuities
      • Deferred Income Annuities
      • Qualified Longevity Annuity Contracts (QLACs)
      • Multi-Year Guarantee Annuities (MYGAs)
      • Annuity Comparison Chart
  • Tax Advisor
    • Personal Tax Services
      • Personal Tax Filings
      • Roth Conversion Analysis
      • Capital Gains Mitigation
      • Personal Tax Strategy
    • Corporate Tax Services
      • Corporate Tax Filings
      • Reasonable Compensation Certification
      • Entity Structure Evaluation
    • Cash Balance Plans
    • Non Profit
      • Non-Profit Tax Filings
      • Excise Tax Mitigation
  • Legal Services
    • Wills & Legal Document Review
    • Trust & Estate Administration
      • Business Succession Planning
  • Financial Planning
    • Financial Planning Services
      • Wealth Transfer
      • Income Allocation
      • Investment Positioning
    • Charitable Advisory Services
      • Board Education
      • Donor Workshops
      • Campaign Design
    • Corporate
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      • Executive Compensation (Non-Qualified)
      • Corporate Trust and Estate Planning
      • Investment Banking
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    • Business Succession Planning
    • Long-Term Care Planning
  • About
    • The Miser Difference
    • Derek Miser, NSSA
    • Jeanne Miser, Atty.
    • Sam Tutko, EA
    • Charles W. Kite, Atty
    • Sharon Wethington
    • Emma Merstetter
    • Greg Boling, IRMAACP
    • Adam Proulx
    • Ben Williams
    • Careers at Miser
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    Connect With Us Your Way: Establish One on One Time With Our Staff

    Scheduling an appointment with Miser Wealth Partners is easy. Click here  to go to our scheduling page. OR simply call (865) 281-1616 to schedule a meeting at your convenience.

    Derek Miser Wealth Partners East Tennessee

    Derek A. Miser, NSSA

    Sam-Tutko

    Samuel H. Tutko, EA

    Jeanne Miser

    Jeanne B. Miser, Atty

    Greg Boling

    Greg Boling, IRMAACP

    Adam Proulx

    Adam Proulx

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    • Tellico Village Office

    212 Village Square
    Loudon, TN 37774 US

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    12802 Kingston Pike, Ste 102
    Knoxville, TN 37934 US

    Miser Asset Management, LLC, Miser Wealth Partners, LLC, Miser Tax Advisory Services, LLC, and Bowen Miser Law Group, PLLC operate from a shared location in a family office environment, but each is a separate legal entity providing separate services.

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