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+1 615-377-4600
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| 5250 Virginia Way, Brentwood, TN, 37027 | |
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Specialties
With the myriad of investment alternatives available in today’s financial markets, investment counseling is more important than ever. Our understanding of the client’s total financial and tax situation puts us in a unique position to provide appropriate investment solutions.
We work closely with clients to define their financial goals and objectives. We then develop a long-term investment strategy designed to meet current income needs and future capital requirements. We implement the strategy using separately managed accounts, mutual funds, index funds, and other investments, as appropriate. We continually meet with you to evaluate results and discuss appropriate wealth-building strategies.
