Wealth Management Team

The Wealth Management Team is comprised of select independent professionals in the Nashville area whose services are essential to the completion of client's comprehensive financial plans. By leveraging the expertise and capabilities of the Wealth Management Team, CAP Partners is dedicated to advancing our client's goals and preserving their best interests.

Some of the expertise we have on our team includes:


Estate Planning




Tax Planning & Return Preparation


Business Valuation

Banking & Credit

Retail Banking Services


Lines of Credit & Mortgages

Trust Administration

Trust Administration


Estate Settlement

Insurance Specialists

Life, Health, Long Term Care, Disability


Property & Casualty

Real Estate

Buying & Selling of Properties


Property Management