Wealth Management
in Franklin

Experience peace of mind and financial stability through our wealth management expertise, customized to guide you through life's every transition.

CONTACT US
Client Handshake: Franklin 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 FRANKLIN TO CAPWEALTH

Expert Transition Guidance: CapWealth's expertise assists you in navigating job changes, losses, and retirement planning with personalized strategies.

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

Confident Retirement Planning: Count on us for a secure retirement plan tailored to your goals.

Comprehensive Financial Solutions: We address your needs by providing comprehensive solutions for disability, health, estate, and college planning.

Long-Term Client Commitment: CapWealth's long-standing history of client satisfaction and dedication makes us your reliable partner for your financial journ

CONTACT US
Probability of Success - Financial Planning - CapWealth Advisors
Tax Planning - CapWealth Financial Advisors in Franklin, TN
Estate Planning - CapWealth Financial Advisors in Franklin, TN
Retirement Planning - CapWealth Financial Advisors in Franklin, TN
Philanthropic Planning - CapWealth Financial Advisors in Franklin, TN
Education Planning - CapWealth Financial Advisors in Franklin, TN
Investment Planning - CapWealth Financial Advisors in Franklin, TN
Budget - CapWealth Financial Advisors in Franklin, TN
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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 joins BBC to discuss the impact of tariffs on financial markets.

Tim Pagliara on Trade Tariffs and Market Impacts

April 8, 2025
Tim Pagliara breaks down the impact of trade tariffs on markets, inflation, the US dollar, and jobs—highlighting key economic shifts and strategies.
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.

FAQS ABOUT FRANKLIN WEALTH MANAGEMENT

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

    Wealth management is a holistic approach to finance, going beyond basic planning by addressing your unique goals and needs. It encompasses investment management and more.

  • Is it worth paying for a wealth manager?

    It's worth paying for a wealth manager when you have substantial assets, complex financial goals, or want to optimize your finances. They provide expertise for improved investments, tax optimization, and comprehensive planning.

  • What does a Franklin wealth manager do?

    A Franklin wealth manager provides customized financial services, such as investment management, financial planning, and support for significant life events.

  • Who benefits from wealth management services?

    Although wealth management is often linked to high-net-worth individuals, it's beneficial for anyone with substantial assets, complex goals, or a need for professional guidance. Whether you're planning retirement, handling an inheritance, facing significant life changes, or seeking financial peace, wealth management services can add value.

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