100+
Collective years of experience
At Family Wealth Advisors, our mission is to advance yours. We do this through collaborative, comprehensive, financial planning that begins with listening. We engage with you to design, execute, and monitor a dynamic wealth plan that drives your investment strategy, while also considering taxes, legacy, wealth transfer, and philanthropy. Our team involves your CPA, attorneys and other professional advisors to build and maintain a sustainable financial team with a united focus: You.
Our proactive fiduciary approach is about more than just managing wealth; it's about preserving and enhancing your family's legacy for generations to come by working closely with you and your family to align each financial decision to your broader life goals and passions.
New clients often engage us when they no longer desire to manage the complexity of their wealth alone, or when they find their needs may have outgrown the resources of their prior advisory team. By fostering open communication, and leveraging our expertise and the vast resources of our global firm, we craft strategies that are suited to each unique client and situation.
We understand that every stage of life presents unique opportunities and challenges and are here to help you navigate these important moments with confidence and clarity.
Choosing a wealth management partner is a significant decision. Should you wish to gain deeper insights into our philosophy, services and whether we would be a good fit for your family, we invite you to engage with our team.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
Richland Country Club 1 Club Drive Nashville, TN 37215
A boutique fiduciary planning team, backed by the largest global wealth manager, serving a select number of clients
A select number of individuals, families, businesses, endowments, and family offices with significant wealth.
100+
Collective years of experience
7 person
seasoned team
$6 trn
UBS Group invested assets
As of 12/31/2024
Global leader
UBS is a leading and truly global wealth manager