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Private Wealth Management

Highly customized strategies to grow and

protect complex wealth.

You expect the best.
We deliver.

We address the unique needs of people who have accumulated wealth and are looking to grow and protect it, while meeting their defined wealth goals and objectives.


Our tailored approach centers around giving personalized advice, support and expertise you deserve when working with a highly qualified wealth management team.

Your wealth is unique, so we offer custom pricing based on your needs, stage of life, and complexity. Schedule an appointment below for a custom quote.

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A Private Wealth Experience Built for You

Wealth Planning

Your wealth plan is unique. Finwell's team will work with you to understand your life and legacy goals through a personal values based lens. We guide individuals and their families so their wealth can be maximized and preserved over generations to come. 

Once goals are established and thoroughly understood, Finwell's team will act as your architect and work with you to create pathways to reach your goals while incorporating tax strategies, estate planning techniques and family dynamics.

We then get to work. Finwell will collaborate with your tax professional, attorney and real estate professionals to implement your wealth plan.

Finwell's team has experience with employees from companies such as: Snapchat, Facebook, Apple, Reddit, Tinder, Kybella, Amgen and other well known tech & bio-tech companies as well as entertainers in music, TV & social media.

We are well known for our understanding of stock options, RSU's and pre through post IPO planning with individuals. 

Investment Management

Investment management is more than just returns. We focus on your total net worth, risk tolerance, risk exposure and tax consequences when managing your investment portfolio.

Our goal is to grow your wealth, provide necessary income, and transfer your wealth in the most efficient way by creating custom portfolios with individual stocks, bonds, ETF's, mutual funds, alternatives and advanced strategies when deemed necessary.

Our high touch policy keeps us connected to you in order to update your investment portfolio as needed.

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Family Office Style of Service

Specialty Services

Our team will guide your family in all areas of their wealth journey. This may look a little different to everyone, but here are areas where our team can add value:

​Assisting with bank financing for large purchases through relationships we have created over years of partnering.

Working directly with real estate agents, appraisers, and associated parties through real estate transactions.

Reviewing estate documents to identify areas of opportunity that will maximize estate gifting, asset protection and the flow of assets.

Participating in family discussions around estate goals, wishes and concerns with expert guidance and scenario analysis.

Reviewing financial contracts associated with potential asset sales, purchases and investment opportunities.   

If our team can help, we will. 
 

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Why Finwell Private Wealth?

Dedicated Advisor

Your dedicated advisor will get to know you personally, and will serve as your main point of contact.

Customized Strategies

We analyze your entire financial picture, not just the accounts we manage for you.

Expert Guidance

Our advisory team is highly credentialed and experienced, led by a CFP® professional.

Unbiased Advice

Finwell is a fiduciary, meaning we are legally obligated to give you advice that is in your best interest.

Contact us

Schedule an appointment here.

Thanks for reaching out! A Finwell team member will be in touch soon.

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Main Office

709 Merritt Ave

Nashville, TN 37202
United States

Other Locations 

Encino, CA

Finwell, Inc. is an Investment Adviser registered with the State of California, North Carolina and Tennessee. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Finwell, Inc. cannot act on any requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions verbally or in writing, unless Finwell, Inc. is hired as your investment advisor.  Such requests, orders, or other instructions should be sent to and confirmed by your investment management firm. If Finwell is hired to be your investment advisor, please call your representative or email them directly for instructions to complete your request.  We are unable to ensure email sent to you from us, or sent from you to us will be received. Please contact us at membership@finwellbenefits.com  if there is any change in your financial situation, needs, goals or objectives. Additionally, we recommend you compare any account reports from Finwell, Inc. with the account statements from your Custodian, financial advisor or investment management company for accuracy and updated information. Our current disclosure brochure, Form ADV Part 2, is available for your review here. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis. 

Schedule an appointment

Meet with a wealth advisor to learn more about how Finwell can help you manage and preserve your wealth.

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