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Maxim T
Series 65
Nashville, TN
Wheatfield Wealth Management, LLC
Maxim Turchan is a financial advisor at Wheatfield Wealth Management, LLC in Nashville, TN. He holds a Series 65 designation and has been in the industry since 2026. Prior to founding Wheatfield Wealth Management, he held roles at Amazon.com Services LLC and Velocity Risk Underwriters, LLC. He also operates Turchan Consulting Group, LLC. Wheatfield Wealth Management primarily serves individuals and high-net-worth clients with a range of services including discretionary and non-discretionary investment management, advice-only engagements, and standalone financial planning. The firm’s investment approach focuses on client goals and risk tolerance through diversified, long-term portfolios across multiple asset classes, incorporating tax-aware rebalancing and limited digital-asset exposure.
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