Our offices are located at 136 Frierson St in Brentwood TN just a few miles south of Nashville. We'd love to have you visit!

A wealth manager helps individuals and families manage their financial lives through comprehensive planning and investment strategies. This often includes retirement planning, tax strategy, estate planning, risk management, and portfolio management—all tailored to your unique goals and circumstances.

Financial Planning is just one of the responsibilities of wealth management. Financial planning typically focuses on specific goals like saving for retirement or managing debt. Wealth management goes a step further by integrating those goals into a holistic, long-term strategy that includes investment management, legacy planning, and proactive tax strategies.

Look for a firm with a fiduciary duty to act in your best interest, transparent fees, a proven process, and a team you trust. It’s also helpful to choose a local firm familiar with the economic and tax landscape of your area.

This varies by firm. At Luken Wealth Management, we work best with individuals and families who have $500,000 or more in investable assets, as it allows us to deliver our full suite of services effectively.

Our services include retirement planning, investment management, tax strategy, estate and legacy planning, risk management, and ongoing financial coaching to help you stay aligned with your long-term goals.

We created an innovative, data-driven investment approach for managing money. Our Wealth Roadmap process helps people get clarity about where they are, where they’re going and how to get there. Like other Registered Investment Advisors, we have a fiduciary responsibility and a commitment to transparency. Our commitment to serve a small client community sets us apart in the Brentwood and greater Nashville area.

Smart Diversification is our research-based, driven-driven, market-tested investment approach that helps reduce volatility in an effort to improve consistency in performance by analyzing market trends, correlation, and risk factors. In layman's terms, it's a math-based investing strategy that helps you protect your wealth when the market is down and grow your wealth when the market is up.