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Waddell & Associates

3 Maryland Farms, Brentwood, TN 37027
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About the Business

Waddell & Associates

Waddell & Associates, located at 3 Maryland Farms in Brentwood, Tennessee, is a finance institution that offers a unique approach to wealth strategy. Established in 1986, our mission is to prioritize individuals and their aspirations over products and transactions. As a family business with shared values, we voyage together with our clients, colleagues, and communities, always striving to learn and improve.

When you partner with Waddell & Associates, you can expect exceptional care and personalized, holistic wealth strategy consulting for all household assets. Our wealth strategists, or "lifestyle consultants," go beyond traditional financial planning to help you reach your goals with the help of our extensive networks.

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As your personal Chief Strategy Officer, we work with you to manage your net worth, develop investment strategies, and guide you through complex processes such as retirement planning and business succession. Let us evaluate your portfolio and create a customized investment strategy tailored to your short- and long-term goals. Trust Waddell & Associates to help you chart a course towards the lifestyle you desire.

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  • Waddell & Associates - Brentwood, Tennessee 37027
  • Waddell & Associates - Brentwood, Tennessee 37027
  • Waddell & Associates - Brentwood, Tennessee 37027
  • Waddell & Associates - Brentwood, Tennessee 37027
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Location & Phone number

Directions

3 Maryland Farms Suite 190, Brentwood, TN 37027, United States

615-370-0750
wealthstrategists.com
Call Website
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Hours open

Monday:

8:00 AM - 5:00 PM

Tuesday:

8:00 AM - 5:00 PM

Wednesday:

8:00 AM - 5:00 PM

Thursday:

8:00 AM - 5:00 PM

Friday:

8:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

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Reviews

Mark Scrivner:
5

"The entire team at Waddell & Associates goes above and beyond in every interaction. They have thought through every aspect of our family's financial planning. As a entrepreneur, it is great to know my family has a CFO level advisor looking out for our personal as well as business finances. They are amazing to work with!"

almost 4 years ago
Angela Proffitt:
5

"Waddell & Associates truly has an amazing team that helps with business needs and family planning. Being a busy business owner, I don't have time to handle or pay attention to all the components that go into the strategy of handling assets. Everyone at this firm is knowledgable, friendly and well diverse in their specialty area. I highly recommend this team!"

almost 4 years ago
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