|address| 236 Public Square Suite 202 Franklin, TN 37064 |phone| 615-651-1456
WE STRIVE TO BE YOUR TRUSTED ADVISOR
RELENTLESS INTEGRITY | LEAD WITH EMPATHY | KNOW OUR CLIENTS ON THE DEEPEST LEVELS | EDUCATE FIRST | PROVIDE A FULLY IMPLEMENTED PLAN THAT IS EASILY UNDERSTOOD | EARN TRUST | LEAVE NOTHING IN THE DARK
HWP does not qualify you based on assets you have now. It is a simple series of three questions.
Building wealth or funding life goals doesn't happen by mistake. It takes hard work, good decisions, and a tailored portfolio that is understandable. We work to define goals, educate, and coach. We help navigate changes in careers, leverage debt or avoid it, and build an efficient life plan. We serve as a compass and map when life shows you new terrain.
At some point the accumulators begin to manage more than a budget and income... In the face of major decisions, ever changing family dynamics, and wondering what life after employment income can look like, we adapt for these clients and lead them on a path tailored to them.
It's finally time for your priorities to become... well, priorities. Whether it is travel, time with loved ones, spoiling grandkids, or finally putting some effort into a lifelong hobby, this is your time. We work tirelessly to see that your vision of this part of life becomes reality. We help you understand how to get paid, how to navigate taxes, plan your estate, and gift to those people and places you love most. We don't stop until you are confident your legacy will be transitioned exactly as you intend.
Some of these are more welcomed life events than others but they all represent a major life change that is highly impactful to a life long plan. HWP works to manage more than a portfolio. We manage the person... emotions, anxieties, concerns, and unanswered questions are our top priority. We do this through adjusting plans when life makes it necessary. We only do that after helping our family find their feet in what is undoubtably a major decisive point in life.
Take a quick 2 minutes to understand why we integrate this critical software into the Harpeth Wealth Partners tool kit. We work to remove the mystery of investing to provide clear, understandable, and personalized strategies that our clients trust. This is a starting point. Use the button below to access the questionnaire to find your comfort for risk!
We are located in the historic square in downtown Franklin, TN.
As fiduciary financial advisors and a team, we help clients pursue their financial goals through personalized and collaborative financial planning. Our team, our culture, and our passion creates an unmatched environment for our clients as we strive to serve as premier wealth management consultants for generations to come.
Copyright © 2020 Harpeth Wealth Partners - All Rights Reserved. Securities offered through LPL Financial, Member FINRA (www.finra.org) & SIPC (www.sipc.org). Investment advice offered through, Private Advisor Group, a registered investment advisor. Private Advisor Group and Harpeth Wealth Partners are separate entities from LPL Financial.
236 Public Square | Suite 202 | Franklin, TN | 37064