Nashville Financial Advisors
Our Nashville office provides custom-tailored financial solutions for Nashville’s thriving professionals, families, and business owners. From wealth management and investment planning to estate planning and business transition strategies, our team is dedicated to helping you achieve financial clarity and security.
Wealth Management Services in Nashville
Located in the vibrant Music City, our Nashville office supports Nashville’s high-net-worth individuals and families with wealth management and financial planning designed to fit their unique needs. Whether walking down the lively streets of downtown or soaking in the culture of The Gulch, we know Nashville’s residents work hard and value both tradition and innovation. That’s why our team is committed to simplifying the financial side of life so you can focus on what matters most, from your family to your next big project.
About Rothschild
At Rothschild, we’ve been helping clients manage and build their wealth for over a century. We understand that each financial journey is unique, whether you’re planning for retirement, building generational wealth, or navigating a business transition. Since 1908, we’ve supported individuals, families, and business owners in organizing, growing, and protecting their wealth. Our Nashville office is honored to carry this legacy forward, providing local knowledge with a personal touch.
How Does It Start? By Making Sense of Your Money.
When do you want to retire? How much will you need for your lifestyle? What can you do to support your family? How do you build your legacy?
Our process starts by understanding what your money is, and what your goals are. From there we can start to plan.
Meet Our Nashville Team
Our Nashville fiduciary financial advisors are here to help you build a secure financial future. We work with clients from the Greater Nashville area, including Franklin, Brentwood, Green Hills, and Belle Meade, offering guidance on wealth management, estate planning, and business transitions.
Who We Help in Nashville and Nationwide
Rothschild Wealth Partners proudly serves a diverse range of clients, from families building generational wealth to entrepreneurs and executives. Our clients rely on us for guidance on investments, tax planning, estate and philanthropic planning, trustee services, and more. We also support Nashville businesses with customized retirement plans, succession planning, and employee financial solutions.
On My Way
How Did I Get Here?
I've Made It, Now Don't Lose It
Too Wealthy (For the IRS)
Looking For Something Unique and Creative
Life Has Changed
Individuals experiencing major life transitions that impact their financial situation. They need guidance to help adapt their finances to new circumstances, whether positive or negative.
I Hate Taxes
I Am Too Illiquid For the Big Firms
Building a Legacy Beyond My Business
Speak to Our Fiduciary Financial Planners in Nashville
If you have questions or are ready to start your financial journey with us, reach out today. We’re here to help you organize, grow, and protect your wealth for the future.
