Established Wealth

Sophisticated financial and investment management for overachievers.

Need a Better Plan?

You've reached a point where good is simply not good enough. You deserve sophisticated and strategic financial advice.

New to Tennessee?

Whether you're buying property or need help with local tax and state strategy, we're here to guide you in your new home.

Selling Your Business?

We align your business exit with your financial goals by structuring the sale to help minimize tax and estate impact.

Elevate Your Retirement Plan

Success. Achieved.

You've enjoyed a successful and lucrative career, creating a comfortable life for yourself and your family. Your wise decisions have grown your wealth significantly. But what's next?

Envision Your Legacy

With retirement approaching or already here, you're envisioning your lifestyle and the legacy you'd like to leave for your loved ones. Crucial decisions must be made to ensure your retirement reflects that vision.

Bring Vision to Life

Whether you have an advisor or manage investments yourself, it's essential to explore and evaluate the significant issues retirement brings. Your needs and concerns have evolved, and it's time to bring your retirement vision to life.

Retirement Planning

Designed to preserve purchasing power during retirement and for your heirs.

Tax Optimization

Strategies to maximize after-tax wealth performance and minimize tax exposure.

Alternative Investing

Unlock access to investment opportunities curated exclusively for our clients.

Invest Like The 1%

Unlike major financial firms that offer standard private equity options, our clients have access to carefully sourced alternative investment opportunities beyond the traditional options.

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Your Team

You understand the importance of assembling the ideal team. With Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants, your financial plan will be managed from every angle—with your goals in mind.