Landing Page: Brentwood Wealth Management

Wealth Management
in Brentwood

Experience peace of mind and financial security with our wealth management expertise, tailored to navigate life's every transition.

CONTACT US
Team: Brentwood Wealth Management - CapWealth Financial Advisors in Franklin, TN

SEE WHY WE’RE AMONG THE BEST IN FRANKLIN

Forbes: Best-In-State Wealth Advisors 2022 - CapWealth Advisors
Forbes: Top 250 Wealth Advisors 2021 - CapWealth Advisors
Barron's: Top 100 RIA Firms 2020 - CapWealth Advisors
Women in Leadership - CapWealth Advisors

5 REASONS TO TRUST YOUR WEALTH MANAGEMENT IN BRENTWOOD TO CAPWEALTH

Expert Transition Guidance: CapWealth's wealth management expertise helps you navigate job changes, losses, and retirement planning with tailored strategies.

Family Milestone Support: From marriage to inheritance, we ensure your finances align with major life events.

Confident Retirement Planning: Count on us for a secure retirement plan that suits your goals.

Comprehensive Financial Solutions: We cover disability, health, estate, and college planning, addressing all your needs.

Long-Term Client Commitment: CapWealth's track record of client satisfaction and care spans decades, making us your trusted partner for life's financial journey.

CONTACT US
Probability of Success - Financial Planning - CapWealth Advisors

BRENTWOOD WEALTH MANAGEMENT SERVICES

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MEET OUR TEAM

Get to know the professionals who will be guiding you on your financial journey.

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Caleb Alexander, CPA - Chief Financial Officer | CapWealth | Franklin Financial Advisor

CALEB ALEXANDER, CPA

CHIEF FINANCIAL OFFICER

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Jennifer Horton, CFP®, CTFA - Executive Vice President and Financial Advisor | CapWealth | Nashville Financial Advisor

JENNIFER HORTON, CFP®, CTFA

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Hillary Stalker CFP® - Executive Vice President and Financial Advisor | CapWealth | Franklin Financial Advisor

HILLARY STALKER, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Traci A. Olive - Chief Operating Officer | CapWealth | Franklin Financial Advisor

TRACI A. OLIVE

CHIEF OPERATING OFFICER

Jason - VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR | CapWealth | Franklin Financial Advisor

JASON KRUEGER

VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR

Stacey Yancy - Client Services Staff | CapWealth | Franklin Financial Advisor

STACEY YANCY

VICE PRESIDENT OF OPERATIONS

Susan Stotler - Controller | CapWealth | Franklin Financial Advisor

SUSAN STOTLER

VICE PRESIDENT OF ACCOUNTING/FINANCE

Michael Vaught - Paraplanner | CapWealth | Franklin Financial Advisor

MICHAEL VAUGHT

PARAPLANNER

Raechel Mabry - Client Services Staf | CapWealth | Franklin Financial Advisor

RAECHEL MABRY

CLIENT SERVICES STAFF

Anna Norris - Client Services Staff | CapWealth | Franklin Financial Advisor

ANNA NORRIS

CLIENT SERVICES STAFF

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Grant Stark, CFA® - Director of Research | CapWealth | Franklin Financial Advisor

GRANT STARK, CFA®

DIRECTOR OF RESEARCH

Drew O'Connor, CFA®, CIPM - Portfolio Manager | CapWealth | Franklin Financial Advisor

DREW O'CONNOR, CFA®, CIPM

PORTFOLIO MANAGER

Ryan J. Hitt - Chief Compliance Officer | CapWealth | Franklin Financial Advisor

RYAN J. HITT

CHIEF COMPLIANCE AND INFORMATION SECURITY OFFICER

NEWS & BLOGS

Tim Pagliara on IPOs: 'Good news' for markets, 'bad news' longer term - CapWealth Financial Advisors in Franklin, TN

Tim Pagliara on IPOs: 'Good news' for markets, 'bad news' longer term

September 14, 2023
Get Tim Pagliara's take on IPOs and understand why they may be good news for markets but potentially problematic long-term.
Tim Pagliara on Fox Business Mornings With Maria - CapWealth Financial Advisors in Franklin, TN

Tim Pagliara on Fox Business Mornings With Maria

July 18, 2023
Watch Tim Pagliara’s interview on Fox Business to get expert analysis on current market conditions and future predictions.
Fox Business CapWealth’s Thoughts on Artificial Intelligence - CapWealth Financial Advisors in Franklin, TN

Fox Business CapWealth’s Thoughts on Artificial Intelligence

May 26, 2023
Discover CapWealth's perspectives on artificial intelligence in finance as discussed on Fox Business. Learn how AI is revolutionizing investment strategies and financial management.
Tim Pagliara Appears on FBN’s ‘The Claman Countdown’ to Discuss the Stock Market - CapWealth Financial Advisors in Franklin, TN

Tim Pagliara Appears on FBN’s ‘The Claman Countdown’ to Discuss the Stock Market

November 18, 2022
Catch Tim Pagliara's insights on The Claman Countdown discussing the stock market trends and investment strategies.

FAQS ABOUT BRENTWOOD FINANCIAL PLANNING

  • What is wealth management, and how does it differ from traditional financial planning?

    Wealth management is a more comprehensive and holistic approach to managing your finances, encompassing investment management, financial planning, and other services. It goes beyond basic financial planning by addressing your unique financial goals and lifestyle needs.

  • Is it worth paying for a wealth manager?

    Yes, it can be worth paying for a wealth manager if you have substantial assets, complex financial goals, or a desire to optimize your financial situation. Wealth managers offer expertise and guidance that can potentially lead to better investment outcomes, tax optimization, and comprehensive financial planning.

  • What does a Brentwood wealth manager do?

    A Brentwood wealth manager offers personalized financial services, including investment management, financial planning, and guidance for significant life events.

  • Who benefits from wealth management services?

    While wealth management is often associated with high-net-worth clients, anyone with substantial assets, complex financial goals, or a desire for professional guidance can benefit. Whether you're planning for retirement, managing an inheritance, dealing with major life changes, or simply seeking financial peace of mind, wealth management services can be valuable.

CapWealth

All Content © CapWealth Advisors, LLC 2023

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