Award Winning Financial Advisors in Franklin
Take charge of your finances with our full range of financial solutions and investment strategies.
SEE WHY WE’RE AMONG THE BEST IN FRANKLIN
DISCOVER THE CAPWEALTH WEALTH MANAGMENT SERVICES IN FRANKLIN, TN DIFFERENCE
Unlock your financial potential with CapWealth, an SEC-registered wealth management firm in Franklin, Tennessee, just south of Nashville. Choose a different kind of investment firm that empowers you. As a privately-owned and managed entity, we offer tailored strategies and solutions that fit your needs.
We go beyond the conventional. CapWealth provides personalized financial solutions for individuals, families, and foundations, designed to last. With a focus on preserving, growing, and distributing assets, we're your partners in your financial journey.
Our track record speaks volumes, managing over $1.6 billion in assets. Discover CapWealth financial planning today, where your financial goals are our mission.
SECURE YOUR FINANCIAL SUCCESS
Discover a personalized financial plan with CapWealth in Franklin, TN, designed around your unique goals – whether it's retirement, education, or more. Your planning meeting will leave you with a clear vision of your financial future. Choose from our services below.
FINANCIAL PLANNING
Get a personalized strategy tailored to your goals, whether it's buying a home, saving for education, or retiring comfortably. We create a clear roadmap to guide your financial journey.
LIFESTYLE & WEALTH MANAGEMENT
Discover the path to prosperity with our lifestyle and wealth management service in Franklin. We'll craft a customized plan to grow your wealth, protect your assets, and ensure you reach your financial milestones.
RETIREMENT PLANNING
Picture a stress-free retirement – that's what our retirement planning service is all about. We'll thoroughly analyze your individual needs, create a solid savings plan, and make sure you're fully prepared to enjoy the retirement you've always dreamed of.
INVESTMENT PLANNING
Our investment planning service is designed to simplify the process. We'll sit down with you, analyze your financial situation, and provide recommendations for a diversified investment portfolio.
TAX PLANNING
Taxes are a reality, but overpaying doesn't have to be. We'll discover smart ways to minimize your tax burden, leaving more money in your pocket while remaining in compliance with tax laws.
WHO WE SERVE IN FRANKLIN AND BEYOND
NEW INVESTORS
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You want to get serious about investing. CapWealth will lay a strong, personalized foundation to reach your goals as you start the journey.
PROFESSIONALS
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You've found a profession that keeps you busy and focused on other priorities. CapWealth knows the importance of your time and can address all your financial needs and goals.
LIVING IN RETIREMENT
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You’re now living the life you spent many years planning. CapWealth can help you manage the new phase that might seem a bit overwhelming.
WEALTHY FAMILIES
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Generational wealth plans can be complex. We work with you and your family on granular details that will benefit the family in years to come.
NEWLY INDEPENDENT
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You’re hesitant about the new journey life has put you on and need direction. CapWealth listens to your needs and ensures you have a solid path forward.
COMPANY EXECUTIVES
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You’re constantly making decisions for your company and recognize the importance of maximizing your benefits. CapWealth helps clients with complex plans create a clear financial picture.
MEET THE FRANKLIN WEALTH ADVISORS TEAM
OUR PROCESS IS SIMPLE
Schedule a Call
Ready to make a financial change? It's simple – just reach out to us and schedule your consultation.
Make a Plan
Our team is prepared to support you and your family. Together, we'll identify the ideal steps and formulate a plan for the future.
Get Started!
Once we've created a plan, we'll guide you through every step, eliminating any confusion and ensuring a smooth transition toward financial success.
OUR LATEST NEWS & BLOGS
UNLOCK FINANCIAL SUCCESS WITH CAPWEALTH WEALTH MANAGEMENT
Ready to take control of your financial future? Contact CapWealth today for expert financial advisory and wealth management services in Franklin, TN. Let's make your goals a reality!
The information presented in any video or blog is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. CapWealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
The product, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information. For other CapWealth Advisors’ disclosures, click here.