Wealth Management
in Brentwood

Experience peace of mind and financial security with our wealth management expertise, tailored to navigate life's every transition.

CONTACT US
Team: Brentwood Wealth Management - CapWealth Financial Advisors in Franklin, TN

SEE WHY WE’RE AMONG THE BEST IN FRANKLIN

Forbes: Best-In-State Wealth Advisors 2022 - CapWealth Advisors
Forbes: Top 250 Wealth Advisors 2021 - CapWealth Advisors
Barron's: Top 100 RIA Firms 2020 - CapWealth Advisors
Women in Leadership - CapWealth Advisors

5 Reasons to Trust Your Wealth Management in Brentwood to CapWealth

Expert Transition Guidance: CapWealth's wealth management expertise helps you navigate job changes, losses, and retirement planning with tailored strategies.

Family Milestone Support: From marriage to inheritance, we ensure your finances align with major life events.

Confident Retirement Planning: Count on us for a secure retirement plan that suits your goals.

Comprehensive Financial Solutions: We cover disability, health, estate, and college planning, addressing all your needs.

Long-Term Client Commitment: CapWealth's track record of client satisfaction and care spans decades, making us your trusted partner for life's financial journey.

CONTACT US
Probability of Success - Financial Planning - CapWealth Advisors

Brentwood Wealth Management Services

Budget: Brentwood Wealth Management
Blueprint: Brentwood Wealth Management
Term: Brentwood Wealth Management
Conversation: Brentwood Wealth Management
Open Book: Brentwood Wealth Management
Save Money: Brentwood Wealth Management
Piggy Bank: Brentwood Wealth Management
LEARN MORE

Meet Our Team

Get to know the professionals who will be guiding you on your financial journey.

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Caleb Alexander, CPA - Chief Financial Officer | CapWealth | Franklin Financial Advisor

CALEB ALEXANDER, CPA

CHIEF FINANCIAL OFFICER

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Jennifer Horton, CFP®, CTFA - Executive Vice President and Financial Advisor | CapWealth | Nashville Financial Advisor

JENNIFER HORTON, CFP®, CTFA

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Blake Harrison, CPA, PFS - Executive Vice President, Wealth Management | CapWealth | Franklin Financial Advisor

BLAKE E. HARRISON, CPA/PFS

EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT

Hillary Stalker CFP® - Executive Vice President and Financial Advisor | CapWealth | Franklin Financial Advisor

HILLARY STALKER, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Dean Shahan, CFP® - Executive Vice President and Financial Advisor | CapWealth

DEAN SHAHAN, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Chris Stevens, CFP® - Executive Vice President and Financial Advisor | CapWealth

CHRIS STEVENS, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Michael Vaught - Paraplanner | CapWealth | Franklin Financial Advisor

MICHAEL VAUGHT, CFP®

FINANCIAL ADVISOR

Traci A. Olive - Chief Operating Officer | CapWealth | Franklin Financial Advisor

TRACI A. OLIVE

CHIEF OPERATING OFFICER

Jason - VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR | CapWealth | Franklin Financial Advisor

JASON KRUEGER, CFP®

VICE PRESIDENT AND ASSOCIATE CLIENT ADVISOR

Stacey Yancy - Client Services Staff | CapWealth | Franklin Financial Advisor

STACEY YANCY

VICE PRESIDENT OF OPERATIONS

Susan Stotler - Vice President of Accounting/Finance | CapWealth | Franklin Financial Advisor

SUSAN STOTLER

VICE PRESIDENT OF ACCOUNTING/FINANCE

Danielle Britt - Executive Assistant | CapWealth | Franklin Financial Advisor

DANIELLE BRITT

EXECUTIVE ASSISTANT

Raechel Mabry - Client Services Staf | CapWealth | Franklin Financial Advisor

RAECHEL MABRY

CLIENT SERVICES STAFF

Anna Norris - Client Services Staff | CapWealth | Franklin Financial Advisor

ANNA NORRIS

CLIENT SERVICES STAFF

Tim Pagliara - Founder, Chairman and Chief Investment Officer | CapWealth | Franklin Financial Advisor

TIM PAGLIARA

FOUNDER, CHAIRMAN AND CHIEF INVESTMENT OFFICER

Phoebe Venable, CFA® - President and Chief Executive Officer | CapWealth | Franklin Financial Advisor

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Drew O'Connor, CFA®, CIPM - Director of Research | CapWealth | Franklin Financial Advisor

DREW O'CONNOR, CFA®, CFP®, CIPM

DIRECTOR OF RESEARCH

Ryan J. Hitt - Chief Compliance Officer | CapWealth | Franklin Financial Advisor

RYAN J. HITT

CHIEF COMPLIANCE AND INFORMATION SECURITY OFFICER

AJ Alcorn - Research Analyst | CapWealth | Franklin Financial Advisor

AJ ALCORN

RESEARCH ANALYST

News & Blogs

Tim Pagliara on BNN Bloomberg Market Outlook

Tim Pagliara | Market Outlook: Trump-Powell tensions put spotlight on rates, stocks and AI growth

January 15, 2026
Tim Pagliara joins BNN Bloomberg to discuss how recent political pressure on the Federal Reserve and other factors are impacting U.S. equities and economic growth.
Tim Pagliara on Fox Business News

Tim Pagliara: This is the backbone of the AI revolution

October 28, 2025
CapWealth CIO Tim Pagliara discusses the impact of technology earnings on free cash flow in Big Tech on 'The Claman Countdown.'
Fox Business report: S&P 500 chart with hosts discussing stock market highlights.

CapWealth’s Tim Pagliara Highlights Market Opportunities Beyond the “Magnificent 7”

September 22, 2025
CapWealth's Tim Pagliara discusses why investors should look beyond the market’s biggest names, spotlighting a handful of undervalued opportunities.
Tim Pagliara joins Fox Business to talk about the AI sector, data centers, and long-term investments

Tim Pagliara Talks AI Sector, Data Centers & Long-Term Investment Ideas

July 21, 2025
Tim Pagliara of CapWealth outlines why AI-driven infrastructure and data connectivity offer one of today’s most overlooked investment opportunities.

Faqs About Brentwood Financial Planning

  • What is wealth management, and how does it differ from traditional financial planning?

    Wealth management is a more comprehensive and holistic approach to managing your finances, encompassing investment management, financial planning, and other services. It goes beyond basic financial planning by addressing your unique financial goals and lifestyle needs.

  • Is it worth paying for a wealth manager?

    Yes, it can be worth paying for a wealth manager if you have substantial assets, complex financial goals, or a desire to optimize your financial situation. Wealth managers offer expertise and guidance that can potentially lead to better investment outcomes, tax optimization, and comprehensive financial planning.

  • What does a Brentwood wealth manager do?

    A Brentwood wealth manager offers personalized financial services, including investment management, financial planning, and guidance for significant life events.

  • Who benefits from wealth management services?

    While wealth management is often associated with high-net-worth clients, anyone with substantial assets, complex financial goals, or a desire for professional guidance can benefit. Whether you're planning for retirement, managing an inheritance, dealing with major life changes, or simply seeking financial peace of mind, wealth management services can be valuable.

CapWealth

All Content © CapWealth Advisors, LLC 2023