Forbes 2025 America’s Top RIA Firms

Selling your business? Learn key steps to take before a sale, including how to align goals, prep financials, and plan your transition for success.

CapWealth has been named to the Forbes 2025 List of Top RIA Firms, a recognition of its trusted wealth management, planning, and investment expertise.

Understanding RMDs can help retirees avoid penalties, manage taxes, and stay on track with their retirement goals. Learn what to know and when to act.

CapWealth's Tim Pagliara discusses why investors should look beyond the market’s biggest names, spotlighting a handful of undervalued opportunities.

Christopher Stevens joins CapWealth as EVP and advisor, bringing expertise in legacy trusts and strategy to support high-net-worth families.

Nashville Post, September 18, 2025 Cynthia Anderson at Nashville Post reports that Christopher Stevens has joined CapWealth as executive vice president and financial advisor. “What drew me to CapWealth is its thoughtful, relationship-driven approach to investing, where individual stock selection still plays a meaningful role in building portfolios. I’m excited to join a team that shares my passion for engaging with clients, discussing market trends in a practical way, and planning with a long-term perspective,” says Stevens

InvestmentNews highlights Christopher Stevens EVP at CapWealth, joining to serve high-net-worth families with trusted, long-term financial guidance.

Christopher Stevens joins CapWealth as EVP and advisor, as covered by Nashville Business Journal, expanding the firm’s leadership and client service.