Financial Advisors
Collegedale, TN
Benson Wealth Management Inc., led by Barrett Benson, is an SEC-registered investment advisor offering comprehensive wealth management services including investment strategy, financial planning, retirement planning, and estate planning. The firm combines rigorous research with innovative, forward-thinking approaches to identify growth opportunities and preserve wealth. They serve clients through a personalized process of discovery, strategic development, dynamic implementation, and continuous monitoring—challenging conventional wisdom to deliver customized financial solutions tailored to each client's unique goals and evolving needs.
Ideal for: Affluent individuals seeking comprehensive wealth management, pre-retirees and retirees planning retirement income, high-net-worth families focused on estate planning and wealth preservation
Service area: Collegedale, Tennessee and surrounding areas
SEC-Registered Investment Advisor: Benson Wealth Management is an SEC Investment Advisor with securities offered through Infinity Financial (Member FINRA/SIPC), providing compliance and professional credentials.
Comprehensive Planning Approach: Services span investments, financial planning, wealth preservation, retirement planning, and estate planning in one integrated strategy rather than isolated services.
Personalized Discovery Process: The firm emphasizes deep understanding of each client's unique financial needs, wants, and aspirations before crafting customized strategies.
Address: 9298 Apison Pike #106, Collegedale, TN 37363
Phone: (423) 212-5990
Website: bensonwm.com
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