WE SPECIALIZE IN PRESERVING, GROWING AND DISTRIBUTING ASSETS OVER OUR CLIENTS’ LIFETIMES.
ABOUT US
CapWealth is an independent, SEC-registered investment advisory firm based in Franklin, Tennessee, just 15 miles south of downtown Nashville. Being privately owned and managed allows us to personalize our strategies and solutions to better align with our clients’ needs and place a larger stake in their success. We provide investment advice and wealth management and planning services for every financial need for individuals, families and foundations.
We specialize in preserving, growing and distributing assets over our clients’ lifetimes. And with over $1.6 billion in assets under management and advisement, we are one of the nation’s leading independent wealth managers with clients across the country and around the world. As a firm, CapWealth relies on thought, not theory, in our investment strategies, and we are absolutely committed to accountability.
MEET THE TEAM
