PRIVATE WEALTH MANAGEMENT
Protecting Legacies. Empowering Futures.
We are a Fee-Only, Fiduciary Registered Investment Adviser (RIA) specializing in High-Net-Worth and Ultra-High-Net-Worth families, closely held business owners, and professional athletes and entertainers.
The firm integrates advanced tax and estate planning with investment management, so every decision aligns with long-term goals, family legacy, and after-tax outcomes.
Based in Franklin, Tennessee — serving clients nationwide
OUR SERVICES
• Comprehensive wealth planning with tax and estate integration
• Coordinated investment management aligned to your written plan and risk model
• Tax-aware strategies (income, capital gains, and estate tax)
• Multigenerational and legacy planning
• Coordination with your CPA and estate attorney
WHO WE SERVE
High-net-worth families (typically $1M–$5M in investable assets)
Ultra-high-net-worth families ($5M+ in investable assets)
Business owners facing liquidity, succession, or exit events
Current & Former Professional Athletes and Entertainers
Families looking for integrated planning rather than siloed advice
