|address| 236 Public Square Suite 202 Franklin, TN 37064 |phone| 615-651-1456

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    • Home
    • What We Do
    • HOW WE DO IT
    • About Us
    • Contact
    • Client Login
    • E-Money Login
  • Home
  • What We Do
  • HOW WE DO IT
  • About Us
  • Contact
  • Client Login
  • E-Money Login
Personalized Wealth Creation Strategy

Our Process

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.


Get To Know You

Understand Your Goals

Understand Your Goals

Brandan Chasteen and Josh Grogan serve to be Franklin's trusted Financial advisors.

  • We listen to your story and get to know your situation
  • Answer your questions about Harpeth Wealth Partners
  • We lay the framework for a real connection with our clients that will serve as an important foundation for a lifelong relationship

Understand Your Goals

Understand Your Goals

Understand Your Goals

Portfolio reviews and analysis are offered here.

  • Learn what matters most you (retirement, education, business, etc.)
  • Assess your risk tolerance
  • Discuss potential solutions for your specific financial situation

Create A Plan

Understand Your Goals

Create A Plan

Retirement Planning is offered here.

  • Create your long term financial road map
  • Recommend portfolio allocations
  • Educate you and ensure you are confident in your investment strategy
  • Review your holistic financial picture and make adjustments when it is necessary

Implement

Ready to get started?

Create A Plan

We serve to meet the needs of multi generation families as a team.

  • Transition any existing accounts from other locations
  • Build your diversified investment portfolio
  • Build and provide access to your online Harpeth Wealth Client Portal

Manage

Ready to get started?

Ready to get started?

Fee only financial planning and portfolio management.

  • Active daily portfolio monitoring and management
  • Periodic portfolio analysis and strategy sessions
  • Provide personal and strategic coaching through major financial decisive points in life (Home buying, sending kids to college, starting a business, tax implications, etc.)

Ready to get started?

Ready to get started?

Ready to get started?

Harpeth Wealth Partners takes a team approach to serving as your trusted financial advisor.
Schedule a Meeting

Check out these PDF's to better understand our process!

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. 

  • THE FIRST DOCUMENT should help you while talking to ANY FINANCIAL professional 
  • THE SECOND AND THIRD PDF's are meant to provide greater oversight of the Harpeth Wealth process.
  • THE LAST PDF is a document meant to help you understand some of the documents you should plan to bring to our appointments.

What should we talk about and When Should We Talk (pdf)Download
First Meeting_Our Onboarding Process (pdf)Download
Second Meeting_Strategy Implementation Agenda (pdf)Download
Important Docs to Bring copy for your Financial Plan (pdf)Download

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.


More about the team

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