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WealthTrust LLC, a Nashville, TN-based holding company,
is a strategic financial partner for U.S.-based investment
management firms which provide comprehensive wealth management services
to select individuals and families. WealthTrust strengthens each
affiliate with its team of specialists providing execution and
support in compliance, technology, back office and client services.
This allows affiliates’ maximum time to focus on achieving each client’s
goals and objectives.
We hold an equity interest in eleven affiliated investment management firms across the United States which have approximately $6 billion in client assets collectively. WealthTrust’s
geographical footprint, established integrated support services, and vision for
growth make it a platform that is well-positioned to capitalize on current industry
trends.
Growth is driven by acquisitions that are structured to balance majority
ownership for WealthTrust and entrepreneurial incentives for affiliate-level principals
and managers. WealthTrust has consistently focused on targets with established high net
worth client relationships and strong client service capabilities.
Our Core Values help us
to stay focused and provide our affiliates with maximum time to focus on investment management
and client service.
Please contact us if you are interested in becoming part of the WealthTrust
experience.
A New Standard in Wealth Management
We know that while many financial advisors refer to themselves as “wealth managers”, very few actually deliver true wealth management services. WealthTrust Partners adhere to ongoing and strict
standards of care in order to provide a comprehensive wealth management experience to you, including:
- Earning Your Trust Every Day
Valuing your trust and understanding that the trust in a relationship providing ongoing benefits to you will deepen over time. WealthTrust Partners will always work diligently to provide you with a steadfast
relationship built on serving your best interests and unique goals day in and day out.
- Taking a Holistic Approach
Our Partners recognize that your financial life encompasses more than discrete elements such as
needs. That is why our goal is for each of our
Partners’ financial advisors to obtain a complete, holistic picture of your full financial life in order to
provide thoughtful and prudent comprehensive solutions.
- Belief in a Fee-based, Mutually Beneficial Model
As noted, our Partner firms are compensated for their investment management services through a fee-based model that we believe is mutually beneficial to both client and advisor. With no sales quota to meet, they are able to offer timely, objective solutions tailored to your individual needs.
- Transparent Client Communication
You can expect transparent, easy-to-understand account reporting when you engage a WealthTrust Partner. In addition, you will receive up-to-date reports on investing trends, market information, and how market fluctuations may affect your portfolio.
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