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 DIFFERENCE
Unlock your financial potential with CapWealth, an SEC-registered investment 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, 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
MEET THE FRANKLIN FINANCIAL ADVISING TEAM
OUR LATEST NEWS & BLOGS
UNLOCK FINANCIAL SUCCESS WITH CAPWEALTH
Ready to take control of your financial future? Contact CapWealth today for expert financial advisory services in Franklin. 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.