We Start With Our Client In Mind
Investgro is a wealth management and financial planning firm for professionals and business leaders in Nashville, operating as a fully independent, fee-only fiduciary. We have a duty of care and loyalty to our clients— as true fiduciaries, we are bound to act solely in our clients’ best interests.
We provide a high-touch, personalized wealth management and financial planning experience, focused on expert retirement management, curated investment portfolios, personalized cash flow planning, strategic debt management, estate structuring, and tax mitigation. We are committed to guiding clients simply through the intricacies of their wealth— without jargon, commissions, or bias.
Our Process
Our team believes in a comprehensive approach to wealth management, and our proven process ensures that your plan will work as intended during your lifetime and for generations to come.
We are especially committed to helping those going through a personal or financial crisis. We offer new clients who are currently facing a divorce, the death of a spouse or child, or a terminal illness, our services for a full year completely free. Nobody should feel alone or at risk of making poor choices during stressful, life-changing circumstances.
Discover
Together, we discuss your goals and access if we can help you achieve them.
Analyze
We independently analyze your financial picture to uncover opportunities.
Deliver
We deliver your plan and educate you on how to make your money perform at the highest level.
Adapt
We address any necessary adjustments and implement the plan.
Update
Lastly, we meet regularly to update your plan around life’s major changes, ensuring your money continues to work for you.
Our Services
Every client is taken through our personalized process, where we analyze their personal wealth situation, curate a set of recommendations to enhance their portfolio while minimizing taxes, and then deploy that strategy. Every financial planning and wealth management decision is overseen and executed by a CERTIFIED FINANCIAL PLANNER® — the highest standard of excellence in our industry. When you work with our firm, you get only the best in:
