Wealth Management
in Franklin

Experience peace of mind and financial stability through our wealth management expertise, customized to guide you through life's every transition.

CONTACT US
Client Handshake: Franklin 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 Franklin to CapWealth

Expert Transition Guidance: CapWealth's expertise assists you in navigating job changes, losses, and retirement planning with personalized strategies.

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

Confident Retirement Planning: Count on us for a secure retirement plan tailored to your goals.

Comprehensive Financial Solutions: We address your needs by providing comprehensive solutions for disability, health, estate, and college planning.

Long-Term Client Commitment: CapWealth's long-standing history of client satisfaction and dedication makes us your reliable partner for your financial journ

CONTACT US
Probability of Success - Financial Planning - CapWealth Advisors

Franklin Wealth Management Services

Tax Planning - CapWealth Financial Advisors in Franklin, TN
Estate Planning - CapWealth Financial Advisors in Franklin, TN
Retirement Planning - CapWealth Financial Advisors in Franklin, TN
Philanthropic Planning - CapWealth Financial Advisors in Franklin, TN
Education Planning - CapWealth Financial Advisors in Franklin, TN
Investment Planning - CapWealth Financial Advisors in Franklin, TN
Budget - CapWealth Financial Advisors in Franklin, TN
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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

Bloomberg Daybreak Asia Edition graphic and text highlighting daily business news briefing.

Bloomberg Daybreak Asia: Japan's Takaichi Formally Reappointed

By CapWealth • February 18, 2026
CapWealth CIO Tim Pagliara joins Bloomberg Daybreak Asia to discuss how AI is pressuring software pricing, margins, and innovation.
Tim Pagliara at Fox Business interview on February 2, 2026

Tim Pagliara | Fox Business - AI Spending is Shifting

By CapWealth • February 2, 2026
On Fox Business, Tim Pagliara, CIO at CapWealth, discussed how a rise in AI spending is shifting investor focus toward free cash flow and capital discipline.
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.'

Faqs About Franklin Wealth Management

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

    Wealth management is a holistic approach to finance, going beyond basic planning by addressing your unique goals and needs. It encompasses investment management and more.

  • Is it worth paying for a wealth manager?

    It's worth paying for a wealth manager when you have substantial assets, complex financial goals, or want to optimize your finances. They provide expertise for improved investments, tax optimization, and comprehensive planning.

  • What does a Franklin wealth manager do?

    A Franklin wealth manager provides customized financial services, such as investment management, financial planning, and support for significant life events.

  • Who benefits from wealth management services?

    Although wealth management is often linked to high-net-worth individuals, it's beneficial for anyone with substantial assets, complex goals, or a need for professional guidance. Whether you're planning retirement, handling an inheritance, facing significant life changes, or seeking financial peace, wealth management services can add value.

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