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© WealthTrust LLC
Suite 600
102 Woodmont Boulevard Nashville, TN 37205 (615) 297-6884 |
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Suite 600
102 Woodmont Boulevard Nashville, TN 37205 (615) 297-6884
“WealthTrust is an exceptional partner.
Since the staff in Nashville began handling a variety of administrative functions
for our firm, we have had more time to devote to the work our clients expect of us –- equity research,
portfolio management, and attentive service.”
Harvey Investment Company |
 "WealthTrust has been extremely
helpful in key areas, including our compliance program. They visited our office
twice to assist with the annual review and have tested our internal procedures,
which has been great. We look forward to working more with the WealthTrust team this year."
Wilbanks, Smith & Thomas |
 "Our affluent clients benefit
from WealthTrust's exclusive investment structure and the shared best
practices of all of the advisors that comprise the WealthTrust family.
In addition, WealthTrust offers invaluable resources to us that promote
the growth of the business, including centralized back office and legal functions." WealthTrust • Arizona |
 "WealthTrust has provided invaluable
assistance in the areas of compliance and firm administration. This has allowed our principals to focus
more time and energy on developing and implementing strategies for growth" — Richard S. Williford, CFA, Managing Director Kanawha Capital Management |
 "WealthTrust provides us with best
practices in marketing, compliance and reporting, which offers significant
monetary value and enhances peace of mind. In today's detail-oriented,
regulatory environment it is invaluable to have WealthTrust on our team.
Their support allows us more time to focus on money management." WealthTrust • DunckerStreett |
 "Wealth Trust Corporate provides Wealth Trust Charlotte
with comprehensive support in the area of compliance and a robust
portfolio management system. This quality support allows us to focus
on new business development, portfolio management and expanding customer relationships."— H.K. Hallett, Managing Director WealthTrust Advisors Charlotte |
"Delta's experience has been that Rusty and his team have
been true to their word and honored their commitments.
Over time a real level of trust through fair dealings has developed.
WealthTrust's support in the areas of operations, IT and compliance
have been excellent, enabling Delta to focus more on its clients and
the related investment process."Delta Asset Management |
"WealthTrust provided the
mechanism by which to do a "lift out" of one of our former principals in 2001.
The firm's support through the years has provided us with invaluable operational
and marketing support." — Jimmy Logan, Principal Greenwood Capital Associates |