CapWealth is an award-winning financial advisor and wealth management firm specializing 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. CapWealth is an independent, SEC-registered investment advisory firm based in Franklin, Tennessee. Being privately owned & managed allows us to personalize our strategies & solutions to better align with our clients' needs & place a larger stake in their success. We provide investment advice & wealth management & planning services for every financial need for individuals, families & foundations. We specialize in preserving, growing & distributing assets over our clients' lifetimes. And with over $1.4 billion in assets under management & advisement, we are one of the nation's leading independent wealth managers with clients across the country & around the world. As a firm, CapWealth relies on thought, not theory, in our investment strategies, & we are absolutely committed to accountability. Forbes Best-In State Wealth Advisors in 2025 Forbes Top 250 Wealth Advisors in 2025 Barron's Top 1200 Financial Advisors in 2025 Forbes Best-In-State Wealth Advisors in 2024 Forbes Top 250 Wealth Advisors in 2024 Barron's Top 1200 Financial Advisors in 2024 Forbes Best-In-State Wealth Advisors in 2023 Forbes Top 250 Wealth Advisors in 2023 Barron's Advisor Top 1200 Financial Advisors 2023
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Robert Ritch specializes in raising capital and building multi-million dollar businesses. Let's take your business to the next level!
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Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence model includes the tools and resources financial professionals need to better serve their clients. Equitable Advisors, LLC (NY, NY, member FINRA, SIPC) (Equitable Financial Advisors in MI & TN), a broker-dealer. Equitable Advisors, LLC, an SEC registered investment adviser. GE-7756802.1 (03/25)
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Mortgage Protection Mortgage protection insurance is an affordable term life insurance policy designed for homeowners. Clients can choose how long they need coverage and find a rate that fits their budget. Mortgage protection insurance with our carriers offers clients peace of mind, knowing that mortgage payments wouldn't burden their loved ones in the event of death or significant income loss. Debt Free Life our carriers Debt Free Life solution harnesses the power of a life insurance policy to help clients pay off debts while decreasing the amount of interest paid to lenders. For those looking to eliminate debt, build wealth and protect their family - this permanent life insurance solution is a must-have.
Serving the Brentwood and Franklin TN Community for over 15 years. Tax Preparation for individuals and businesses including tax planning and retirement planning.
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Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.
