OUR APPROACH

WE HOLD OURSELVES TO A HIGH STANDARD.

OUR APPROACH

SOPHISTICATED SIMPLICITY

We specialize in managing the wealth of high-net-worth clients who appreciate the value of a trusted investment advisor. We focus on value and the long term to grow, protect and preserve your wealth.

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RESEARCH PROCESS

The CapWealth Investment Committee oversees the asset-management research process. This group of senior executives, analysts and industry veterans guides and shapes the firm’s asset allocation with an investment approach we call Sophisticated Simplicity®.

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PORTFOLIO CONSTRUCTION

We use a three-step process to construct individual portfolios.

Understanding - CapWealth Financial Advisors in Franklin, TN

Establish - CapWealth Financial Advisors in Franklin, TN

Maintain - CapWealth Financial Advisors in Franklin, TN

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ABOUT OUR MODELS

At CapWealth, we use three primary models to build our clients’ portfolios.

Equity Income - CapWealth Financial Advisors in Franklin, TN

Growth Income - CapWealth Financial Advisors in Franklin, TN

Growth - CapWealth Financial Advisors in Franklin, TN

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