The Company
Our Nashville Office is a team of four seasoned Certified Financial Planners™ with an average of 16 years in financial services. Each manager maintains around 25 to 30 relationships which is significantly less than the industry average. Fewer relationships allow more time to focus on the client. A broad array of wealth management services are provided including investments, estate, tax and financial planning as well as family office services to clients centered principally in the southeast.
210 Westwood Place
Suite 110
Brentwood, TN 37027
Phone: 615.373.2800, 1.800.722.7834
Fax: 615.373.2846