A complete list of active advisors currently associated with Music Row Wealth Management
Warmer can help you find a great advisor at Music Row Wealth Management or one who fits your needs even better.
Music Row Wealth Management provides discretionary investment management, financial planning, pension consulting, and business consulting services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, business entities, and pension and profit‑sharing plans. The firm reports approximately $431.7 million in discretionary assets under management across roughly 349 client relationships and also facilitates access to third‑party advisers and private fund investments. The firm generally implements diversified, risk‑based portfolios using no‑load mutual funds, ETFs, individual equities, and fixed income, with occasional allocations to private funds and options, and conducts ongoing account monitoring and periodic reviews. Adviser services include standalone financial planning and the ability to recommend or retain independent third‑party advisers, and it provides pension plan consulting while acting as an ERISA fiduciary where applicable. Notable distinctions include the firm’s role as a sponsor/manager of private investment vehicles (the Opportunity Funds), with firm principals controlling the fund general partner and an affiliated investment manager that is separately registered—arrangements the brochure discloses as creating conflicts of interest when funds are recommended. Compared to similarly sized supported firms, Music Row’s client mix and service set extend beyond typical retail wealth management to include business and institutional plan clients and, in some instances, banking or thrift institution clients, a less common profile among peers.
To learn more about the advisors currently working at Music Row Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Nashville, TN
| 20
| |
Nashville, TN
| 20
| |
Nashville, TN
| 24
|
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