|address| 236 Public Square Suite 202 Franklin, TN 37064 |phone| 615-651-1456
From our first conversation through every milestone in your life we operate using an established process that will serve you through all of life's twist and turns. Relying on our proven framework is how we strive to foster confidence and trust from our clients, even in the scariest of times.
Our on boarding process is predictable and transparent. You will know where you are every step of the way. You will know when we will discuss fees, ask you to be our client, and know when your plan will be delivered and implemented. We strive to be transparent so you will never be surprised, caught off guard, or feel like we are not sharing with you everything you need to know! Below are PDF's that will help you further understand our process.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation does not protect against market risk.
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.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
236 Public Square | Suite 202 | Franklin, TN | 37064