

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
Website: capwealthgroup.com
Phone: (615) 778-0740
Cross Streets: Between Spring Creek Dr and Duval St
Closed now
- Mon 8:00 AM - 5:00 PM
4031 Aspen Grove Dr, Ste 600 Franklin, TN 37067 ·431.49 mi
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