Defining Wealth
Finance · Tennessee, United States · 11-50 Employees
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Overview
Headquarters
109 Holiday Ct Ste C1, Franklin, Tenness...Website
www.definingwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Defining Wealth
Defining Wealth Partners provides money and wealth management services that emphasize the importance of identifying core values and defining wealth beyond just monetary aspects. They work primarily with motivated professionals, busy families, and business owners to create personalized financial plans tailored to their unique situations. Their focus is on offering thoughtful advice and bespoke financial strategies through a collaborative process rather than just selling products. The team's mission is to help clients feel informed and confident about their financial decisions, allowing them to spend more time engaging in meaningful experiences.Explore more
Defining Wealth Org Chart
JG
Co-Founder & Financial Planner
CB
Associate Advisor
BH
Associate Advisor
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Defining Wealth Partners provides money and wealth management services that emphasize the importance of identifying core values and defining wealth beyond just monetary aspects. They work primarily with motivated professionals, busy families, and business owners to create personalized financial plans tailored to their unique situations. Their focus... Read More
