CapWealth
Investment Bank/Securities Brokerage - Franklin, TN, US
CapWealth Details
CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients' lifetimes.We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas, and we believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1 billion in client assets under management, we are one of the nation's leading independent wealth managers, and as a privately owned, independently managed firm, CapWealth's team has a personal stake in the success of our clients. In 2018, CapWealth Chairman and Chief Investment Officer Tim Pagliara was named No. 1 Financial Advisor in Tennessee by Barron's at the same time as being named No. 1 Wealth Manager in Tennessee by Forbes. Tim had previously been named to the top spot by Barron's multiple times, but this was the first time any advisor has been named No. 1 by both publications at the same time. In 2014, the Financial Times named CapWealth one of the Top 300 Registered Investment Advisory Firms and President and Chief Executive Officer Phoebe Venable one of the Top 100 Women Financial Advisors in the country. We claim compliance with the Global Investment Performance Standards (GIPS), and our specialties include: Wealth and Investment Management Counsel, Portfolio Management, Retirement Planning, Estate Planning, Trust and Trustee Consultation, Wealth Education and Personal Financial Planning.
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