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Our Approach

Choosing investments is fairly simple.
Managing wealth for a sound, comfortable future is not.

Investment management requires knowledge, experience and insight. It involves comprehensive planning and rigorous investment discipline. It demands objective, long-range thinking from a close-knit team of respected professionals. The Wealth Management Group combines these essential qualities with faithful adherence to each client’s preferences, beliefs and values, and the flexibility to adapt a plan to changing needs and circumstances.

While the financial world may seem irrational at times, decisions cannot be made without rational process. Our work begins with assimilating available information to help structure an investment strategy.

Wealth Management Group is an affiliate of ProEquities, Inc. and Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor located in Nashville Tennessee. Securities offered through ProEquities, Inc., a Registered Broker / Dealer and Member of FINRA and SIPC.

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Our Services
We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor.

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Wealth Management

The Path to Reaching Your Goals Begins with a private wealth Advisor

 The Rebalancing Effect

Does rebalancing your portfolio annually create additional return potential and lower volatility versus never rebalancing?


Your financial life. Consolidated into one view.

Our Mission- Women's Wealth

Woman's Wealth. Plan / Preserve / Protect

Building Your Team

Assemble the required collection of talents and tools by building your team.

Retirement Planning

Do you know where your retirement savings are?