Nashville, TN Office

Resolute Wealth Strategies serves individuals (including high‑net‑worth clients), families and a range of entities such as family offices, trusts, estates, private foundations and qualified retirement plans, providing comprehensive financial planning, discretionary and non‑discretionary investment management, and retirement plan advisory services. The firm also offers standalone financial planning and consulting engagements and conducts periodic reviews tailored to client needs.

RWS’s investment process begins with detailed client fact‑finding—financial condition, tax situation, liquidity, risk profile and goals—and uses that information to build customized asset allocations and strategies, generally emphasizing long‑term management while permitting shorter‑term trades when warranted. The firm employs both fundamental and technical analysis and typically uses equities and ETFs as core holdings but may include mutual funds, corporate bonds, REITs, variable annuities, private/alternative investments and structured products depending on client objectives; RWS also notes its fiduciary role when advising retirement accounts.

A distinctive aspect of the brochure is that RWS’s financial planning explicitly includes insurance needs and analysis and it lists variable annuities among the products it may utilize, reflecting involvement with insurance‑related products that is less common among similar team advisers. The firm also discloses receipt of custodial platform support—up to $75,000 for start‑up/transition expenses and up to $85,000 in potential account‑termination reimbursements from its primary custodian—which the brochure notes could create a potential conflict of interest.