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What We Do

Our goal is to provide you with coordinated, holistic planning services to align all the critical areas of your financial life into one cohesive and optimized plan. In doing so, there are four critical areas of service we provide including:


At our core, we provide knowledgeable financial planning to provide you with a comprehensive strategy to proactively anticipate your needs and design a roadmap toward reaching your financial goals. This may include:

  • Retirement planning: Transitioning your investments to reach and maintain your retirement goals
  • Income Distribution Planning: Strategically coordinating Social Security, pension and investment income
  • Charitable Gifting Strategies: Maximizing contributions and tax benefits for you and your beneficiaries
  • Advanced Planning Needs: Coordinating with your team of professionals to maintain proactive alignment of your tax, estate, insurance and investment needs and goals


Institutional Money Management: Providing access to elite portfolio management teams and services, Garrett Wealth Management maintains relationships with industry leaders in institutional wealth management services. Portfolios can be custom designed to fit any number of needs and preferences with the efficiency and expertise otherwise unavailable direct to consumers.


    Family Estate Organizer™: Helping deliver proactive peace-of-mind, our team offers a Family Estate Organizer service to gather and organize all critical documents for your loved ones.

    Beneficiary Reviews: Maintaining current and accurate designated beneficiaries for your financial accounts to bypass probate and transfer your assets per your intentions.
    Asset Conservation Strategies: Designing and implementing a plan to preserve your assets during your lifetime, across multiple generations, or however your goals may dictate.

    Collaboration with Estate Planning Attorneys: Recognizing advanced estate planning needs, we partner with attorneys as needed to help ensure your estate transfers to whom you want, when you want and how you want—all while controlling tax impact to you and your loved ones.


    IRA Tax Mitigation Strategies: Maintaining tax advantages and controlling the lifetime tax impact of qualified retirement accounts, from rollovers to Roth conversions and more.

    Income Tax-Reduction Strategies: Maximize tax-savings opportunities from your peak earning years through retirement with proactive strategies

    Investment Tax-Reduction Strategies: Weighing the tax impact on any of our wealth management recommendations and reducing unnecessary tax events

    Collaboration with Accountants / CPAs: Working with your team of professionals, we will help to preserve your estate by proactively identifying opportunities to reduce unnecessary taxes.

    To discuss how we may be of service to you as a trusted financial partner in one or all of these areas, give us a call at (615) 221-0030 or

    contact us today for a complimentary Garrett Wealth Audit.