Stay tuned for some exciting collaboration announcements coming for 2019! 
We take a different approach to wealth management here and can't wait to share our efforts with you. Hint: think guitars, golf clubs, and warm weather....

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.


meet our team

Tom Beaupre

Bass Player for Florida Georgia Line
President of Musician / Artist Relations

Gregg Waller

Vice President at Nashville Private Wealth Management

Jeff Clapp

Branch Manager of Nashville Private Wealth Management

meet our associates