About Miser Wealth Partners
You've Built a Legacy. We'll Help You Preserve It.
Miser Wealth Partners was founded for one simple reason: we saw that the traditional financial advisory model was failing successful families. For too long, high-net-worth individuals have been served by a fragmented system of disconnected advisors. Your CPA, your financial planner, and your attorney all work in silos, leaving you vulnerable to missed opportunities, unnecessary taxes, and a legacy that is not as secure as it should be.
Our founder, Derek A. Miser, witnessed this firsthand during his 20+ years in the financial services industry. He saw that the ultra-wealthy had access to a different level of advice – a coordinated, proactive, and strategic approach that was simply unavailable to most successful families. He knew there had to be a better way.
That's why he created the Miser Method, an integrated approach that brings legal, tax, and investment expertise under one roof. Our team of licensed attorneys, enrolled agents, and investment professionals collaborates daily on your behalf, ensuring that every decision is made with your complete financial picture in mind. We are not just advisors; we are your partners in building and preserving a lasting legacy.
Our Mission & Values
Mission Statement: To empower our clients to achieve their financial goals and secure their family's future by providing proactive, integrated, and strategic tax and wealth management services.
Client-Centric
Your success is our success. We are fiduciaries, which means we are legally and ethically bound to act in your best interest.
Integrity
We believe in transparency, honesty, and the highest standards of professional conduct.
Expertise
We are committed to continuous learning and professional development to ensure our clients receive the most current and effective advice.
Collaboration
We believe that the best results are achieved when we work together as a team, both internally and with our clients.
The Proactive Tax Strategies That Can Save You a Fortune
Derek A. Miser, NSSA
Founder & Chief Investment Officer
"With over 20 years in financial services and exposure to high-net-worth family office operations, Derek created the Miser Method to bring institutional-quality wealth management to East Tennessee families."
Specializations: Investment management, wealth strategy, client relationships
Education: NSSA certification, 20+ years industry experience
Personal: Tellico Village resident, active in community education
Samuel H. Tutko, EA
Vice President of Tax Planning
"Sam brings deep tax expertise and strategic planning capabilities, ensuring our clients benefit from every available tax advantage while maintaining full compliance."
Specializations: Tax planning, IRS representation, business taxation
Education: Enrolled Agent certification, advanced tax planning
Personal: Is personally responsible for 10’s of millions of dollars in tax savings for our clients
Jeanne B. Miser, Attorney
Chief Compliance Officer & Operations Manager
"Jeanne ensures all client strategies meet the highest legal and compliance standards while coordinating seamlessly across all service areas."
Specializations: Legal compliance, operations management, client coordination
Education: Licensed Tennessee Attorney, compliance expertise
Personal: Committed to client service excellence
Charles W. Kite, Attorney
Estate Planning & Legal Services
"Chuck brings decades of estate planning experience, helping families protect their legacies through sophisticated yet practical legal strategies."
Specializations: Estate planning, asset protection, business law
Education: Licensed Tennessee Attorney, estate planning focus
Personal: 25+ years serving East Tennessee families
Certifications & Awards
National Social Security Advisor (NSSA)
Enrolled Agent (EA)
Licensed Tennessee Attorneys
Voted "Best of the Best" in Tellico Village
Stop Wondering If You're Overpaying. Find Out for Sure
Your financial future is too important to leave to chance.
Schedule a complimentary, no-obligation tax analysis with one of our experts. We'll review your situation, identify potential savings, and show you how our proactive approach can transform your financial life.
East Tennessee's Premier Integrated Wealth Management Firm
Tellico Village Office
212 Village Square
Loudon, TN 37774 US
Farragut Office
12802 Kingston Pike, Ste 102
Knoxville, TN 37934 US
Securities offered through registered representatives • Investment advisory services through Miser Wealth Partners, LLC. Legal services provided by licensed Tennessee attorneys • Tax services provided by enrolled agents
© 2024 Miser Wealth Partners, LLC. All rights reserved. Your financial information is protected by the highest standards of confidentiality.
Large Headline
Large Call to Action Headline
Your Paragraph text goes Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus.
Your Paragraph text goes Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisqua.
Warm Highlight
Accent
Success
Muted BG
Border
Result: $31,000 annual tax savings, 4.2% portfolio improvement
Our Unique Approach
At Miser Wealth Partners, we've created something different. Our team of licensed attorneys, enrolled agents, and investment professionals collaborate daily on your behalf, ensuring every decision optimizes your complete financial picture.
Our Unique Approach
At Miser Wealth Partners, we've created something different. Our team of licensed attorneys, enrolled agents, and investment professionals collaborate daily on your behalf, ensuring every decision optimizes your complete financial picture.