​Waddell & Associates is a Memphis-based wealth management firm founded in 1986, offering holistic financial services that encompass wealth planning, investment management, tax strategy, estate planning, and business consulting. Positioning themselves as “lifestyle consultants,” they prioritize building deep, long-term relationships over transactional interactions, tailoring strategies to each client’s unique goals and life circumstances.

Their team of wealth strategists collaborates closely with clients, providing personalized guidance and leveraging extensive professional networks to support clients through various financial milestones and challenges. Emphasizing integrity, continuous learning, and gratitude, Waddell & Associates aims to enrich clients’ lives by delivering clarity and confidence in their financial journeys. ​