Rich DeWitt Wealth Management

Rich DeWitt Wealth Management

Rich DeWitt Wealth Management launched in 2023 in Chattanooga, Tennessee, as a local advisory practice built around a financial-literacy ethos. Founder Rich DeWitt structures the firm's value proposition around educating clients on the "reasons behind our recommendations," a positioning that departs from the black-box approach common among small wealth managers. It serves individuals, high-net-worth households, and various business types, also offering to coordinate with a client's attorney or accountant. The firm deploys capital across equities, fixed income, and insurance products, with capacity to manage employer retirement plans including defined contribution and defined benefit structures. Its fixed-income shelf spans US Treasuries, agencies, municipal bonds, corporate debt, and CDs. On the equity side, the firm uses common stocks and ETFs. It also advises on 529 education savings plans, IRAs, annuities, and money market funds. The website does not disclose total deployment, specific portfolio holdings, or external co-investors. The firm is led by founder Rich DeWitt, who cites over a decade of experience. No additional team members, offices, or affiliated vehicles are publicly disclosed. No structural events — such as a regulatory filing, office opening, or personnel move — have been documented in the last 24 months. Structurally, Rich DeWitt Wealth Management operates as a fiduciary, a designation that binds it to minimizing conflicts of interest and acting in client best interests. The firm's stated commitment to financial education, combined with its fiduciary posture, creates a compliance and marketing architecture distinct from commission-based insurance or brokerage models. It does not claim membership in any high-net-worth peer networks or clubs, and the website is silent on succession planning or institutional ownership.