Financial Advisors
Brentwood, TN
Luken Wealth Management is an independent financial advisory firm in Brentwood specializing in comprehensive wealth management for first-generation wealthy individuals and families. Founded by Greg Luken, they offer a full suite of services including financial planning, investment management, tax strategy, estate and legal planning, and risk management—all guided by their proprietary Wealth Roadmap process designed to replace financial uncertainty with clarity and focus. They work best with clients who have $500,000+ in investable assets and take a fiduciary approach to act in clients' best interests.
Ideal for: First-generation wealth builders, entrepreneurs, high-net-worth families seeking holistic wealth planning, individuals with $500,000+ in investable assets
Service area: Brentwood, Nashville, and surrounding Middle Tennessee areas
Wealth Roadmap Process: Proprietary data-driven methodology that provides clarity on where clients are, where they want to go, and how to get there—specifically designed for first-generation wealth builders.
Fiduciary Commitment & Transparency: Registered Investment Advisor with fiduciary duty to act in clients' best interest and transparent fee structure, serving a small client community for personalized attention.
Smart Diversification Strategy: Math-based, market-tested investment approach that analyzes correlation and risk factors to protect wealth during downturns and grow it during upswings.
Address: 136 Frierson St, Brentwood, TN 37027
Phone: (615) 550-5570
Website: luken.pro
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