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Why Garrett Wealth Management

Client Centered

Financial planning today creates a number of unique challenges, particularly for those transitioning into retirement. The dynamics of shifting from an accumulation and growth at all costs mentality to focusing on preservation and distribution of wealth leads to a world of new questions, such as:

  • How do I preserve the value of my estate in today’s economy while enjoying a comfortable retirement?
  • How do I control taxes on my income from qualified retirement accounts?
  • What happens if there is a market correction early in my retirement?
  • How do I plan for the impact of inflation?
  • How do I design a plan to be sure that my spouse and loved ones will be well taken care of?

Utilizing Garrett Wealth Management’s advanced retirement strategies, we help ensure our clients can answer such questions confidently.


President William (Bill) Garrett is a CERTIFIED FINANCIAL PLANNER™ (CFP®), past Ed Slott Master Elite IRA AdvisorSM as well as member of The Mastermind Group with Clarity 2 Prosperity. Through these networks, he has received training and access to tools, insights and advanced financial planning strategies to provide holistic planning for affluent and upper-middle-income families.


Originally established as Garrett Financial in 1988, today’s Garrett Wealth Management brings more than three decades of wisdom and experience through its financial planning services. In addition to ongoing training and education, Bill is the creator of his own trademarked wealth management process (WealthSpringTM,) as well as a published IRA specialist, appearing as an author, speaker and media commentator.


As a fee-based financial planning firm, our interests are consistently aligned with your best interest as our client. As an independent firm, we do not report to anyone but you. Each of our services has been designed and created specifically to serve your needs.


As an advisor to the affluent, we have developed our service offerings to provide a comprehensive, holistic wealth management experience. We provide access to a VIP network of coordinated financial professionals including CPAs, attorneys, insurance providers and institutional money managers. By aligning each critical area of financial planning, Garrett Wealth Management oversees your comprehensive plan to help make sure it is consistently and proactively aligned with your big picture.

With this white-glove experience, you can expect:

FOCUS, helping you zero-in on what’s most important in your life.

CONFIDENCE, allowing you to feel in control of your financial future.

PRIVACY, knowing your personal information is strictly personal and confidential.

KNOWLEDGE, as we strive to help you understand the financial challenges you face and how to overcome them.


Garrett Wealth Management utilizes secure technology platforms and established custodians to provide you with 24/7 online access to monitor your accounts, access critical documents through an encrypted digital vault, and even schedule online meetings to provide our consulting from any location, no matter where your life may take you.

To discuss how we may be of service to you as a trusted financial partner, give us a call at (615) 221-0030, or contact us today for a complimentary Garret Wealth Audit.

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