Investment Planners

  • Financial Services
2 Maryland Farms
Suite 129
Brentwood, TN 37027
(615) 360-5598
(615) 349-8505 (fax)

  • About

    Wealth Management Advisory firm providing comprehensive investment management and insurance services for individuals. We also work with business owners and HR departments to manage their 401(k) plans.

  • Whom to Contact

    • Bart Jones
      Wealth Manager
      Phone: (615) 360-5598
      Fax: (615) 349-8505
      Send an Email