Private Wealth Management for
Ultra High Net Worth Clients
At NewEdge Wealth, we provide private wealth management solutions designed for individuals, families, and institutions with complex financial needs. Our Nashville team specializes in ultra high net worth wealth management, offering strategic guidance in financial planning, private investment management, and multi-generational wealth transfer.
Why Choose a Private Wealth Management Firm in Nashville, TN
Managing significant wealth requires more than basic advice. As a private wealth management firm, NewEdge delivers:
- Customized strategies for estate and tax planning
- Access to private markets and alternative investments
- Fiduciary advice from experienced UHNW financial advisors
- Dedicated support for entrepreneurs and family businesses
Many of our clients in Nashville appreciate having a trusted partner who not only understands the technical side of wealth management but also takes the time to learn their family’s story, values, and long-term goals.
Serving Nashville, TN and Surrounding Communities
Our office proudly supports clients throughout Nashville’s most affluent neighborhoods, including Green Hills, Belle Meade, Franklin, and Brentwood. Every individual has unique financial needs, from long-term estate planning for Franklin families to succession planning for Brentwood entrepreneurs, and our advisors tailor strategies to meet their needs.
Estate Planning and Generational Wealth
Preserving wealth is just as important as growing it. Our Nashville advisors guide clients through estate planning strategies that minimize tax burdens, protect family legacies, and prepare the next generation for responsible stewardship. We often work with families to create plans that balance philanthropy, business interests, and the education of heirs, ensuring wealth serves a meaningful purpose across generations.
Private Wealth Management for Business Owners
Business owners face distinct challenges, from liquidity events to succession planning. Our team specializes in private wealth management for business owners in Nashville, helping entrepreneurs transition wealth seamlessly while building long-term financial security.
Meet Our Nashville, TN Private Wealth Advisor Team
At NewEdge Wealth, private wealth management is about more than portfolios. It’s about building trusted relationships and protecting your family’s legacy.
Our Nashville advisory team brings decades of experience in ultra high net worth wealth management, financial planning, and private investment management. From Belle Meade to Brentwood, we understand the financial priorities of Nashville’s most affluent communities. For example, many families in Belle Meade focus on multi-generational planning, while executives in Brentwood often seek strategies around business exits and liquidity events.
As fiduciaries, we combine the resources of an institutional platform with the personal service of a boutique firm. We always put your interests first.
Richard Ina, AAMS®
Kirsti Morrow
Olivia Huckabay
Paige Sullivan
Experience the NewEdge Wealth Difference
At NewEdge Wealth, we bring together institutional resources with boutique-level service. Our role as an independent private client wealth management firm allows us to prioritize your interests, aiming to deliver solutions that are unbiased and client-centered.
Contact our Nashville office today to schedule a confidential consultation with a UHNW financial advisor.
Frequently Asked Questions
What makes NewEdge Wealth in Nashville unique?
Nashville’s affluent communities, including Franklin and Brentwood, require tailored strategies. Our local advisors combine global resources with insight into Nashville’s business and family wealth priorities.
Why choose a UHNW financial advisor in Nashville?
A Nashville-based UHNW advisor provides fiduciary guidance with local knowledge of tax and estate considerations, paired with global investment opportunities.
Does NewEdge Wealth handle estate planning?
Yes. Our Nashville team helps families across Nashville create tax-efficient estate plans that preserve wealth across generations.
How does NewEdge Wealth support Nashville business owners?
We guide entrepreneurs through liquidity events, succession planning, and integrating business and personal wealth strategies.