Comprehensive Wealth Management for
High-Net-Worth Families in Nashville
Wealth Management and Family Office Services in Nashville
For more than two decades, Certuity has provided wealth management and family office services to high-net-worth and ultra-high-net-worth families across Nashville and Middle Tennessee.
Our Nashville team, led by Partner Jayson Brown, provides comprehensive financial planning, investment management, tax strategy, estate planning, and access to institutional-quality alternative investments.
We coordinate every dimension of your financial life so you can focus on building your legacy.
Start your journey with a trusted financial advisor
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Wealth Management Across Nashville & Tennessee
Our Nashville office is located in the Green Hills area's prominent Burton Hills neighborhood. We serve high-net-worth individuals and families throughout Nashville and Middle Tennessee, including Brentwood, Franklin, Cool Springs, Belle Meade, Green Hills, West End, and Williamson County.
Nashville's growth as a financial and healthcare hub has brought a new generation of entrepreneurs, executives, and business owners to the region. Our team understands the wealth management needs of Nashville's business community, from healthcare industry executives navigating equity compensation to entertainment professionals managing complex income streams.
We coordinate with Nashville-area CPAs and estate attorneys to deliver comprehensive financial planning tailored to Tennessee's favorable tax environment.
Your Wealth Management Team in Nashville
Jayson Brown is a Partner of Certuity and a leading financial advisor in Nashville. With nearly 20 years of experience, Jayson advises business owners, entrepreneurs, executives, and high-net-worth families on comprehensive wealth management and financial planning.
Based in Nashville, Jayson serves clients throughout the city and Middle Tennessee as well as in Florida. He specializes in guiding clients through liquidity events to optimize tax outcomes and preserve generational wealth. A Certified Financial Planner (CFP®) and member of Certuity's investment strategy team, Jayson brings the full resources of a national firm to Nashville's most successful families.
The Certuity Difference
Expertise – Our team specializes in complex wealth situations: business owners preparing for exits, executives managing concentrated positions, families developing multi-generational estate plans. We've guided clients through these transitions and can help you navigate their financial and personal complexities.
Taxes - We can integrate tax strategy across all aspects of your wealth. We offer advanced tax mitigation strategies for high income, concentrated positions, and liquidity events and can work closely with your CPA to coordinate taxes and identify potential opportunities.
Access – Through our partnerships with accomplished asset managers, we provide access to private opportunities not typically available to individual investors spanning venture capital, private equity, hedge funds, private credit, and beyond.1
Founders & Executives
Exit & Liquidity Planning – Position yourself for the strongest possible exit from pre-sale planning to post-sale wealth management.
Executive Compensation –Understand and manage your equity including RSUs, stock options, and deferred compensation strategies.
Concentrated Positions – Manage concentrated positions with tax‑efficient diversification strategies designed to support long‑term financial objectives while considering risk.
UHNW Families
Family Office – Comprehensive wealth management for ultra-high-net-worth families: consolidated reporting, coordination with CPAs and estate attorneys, and concierge services.
Estate Planning –We work with clients and their estate attorneys to implement trusts, entities, and gifting strategies intended to support wealth planning objectives across generations.
Philanthropic Impact – Support causes you care about while reducing estate taxes through donor-advised funds, private foundations, and other charitable vehicles.
Sophisticated Investors
Investment Management – Experience a portfolio and roadmap that is tailor-made to your goals and view your complete financial picture in real time.
Advanced Tax Strategies – Minimize taxes and maximize wealth by offsetting ordinary income, generating recurring tax benefits, and deferring capital gains taxes.
Alternative Investments – Access curated private opportunities spanning hedge funds, venture capital, private equity, private credit, and more.
Frequently Asked Questions
What wealth management services does Certuity offer in Nashville?
Our Nashville team provides comprehensive wealth management, financial planning, family office services, tax strategy, estate planning, alternative investments, and executive compensation planning. We serve high-net-worth and ultra-high-net-worth individuals and families throughout Nashville, Brentwood, Franklin, Cool Springs, and Middle Tennessee.
How is Certuity different from other wealth management firms in Nashville?
We combine boutique, high-touch service with institutional-quality capabilities. Through our partnerships with accomplished asset managers, we provide access to alternative investments spanning venture capital, private equity, hedge funds, and private credit.
Does Certuity offer financial planning for Nashville business owners?
Yes. Our Partner Jayson Brown specializes in guiding business owners through liquidity events, including pre-sale planning, tax optimization, and post-sale wealth management. We also provide comprehensive financial planning for executives managing equity compensation, concentrated stock positions, and complex income structures.
Why choose Certuity?
Certuity is led by entrepreneurs and professional investors who understand wealth creation firsthand. Our Nashville practice is led by Jayson Brown, a Certified Financial Planner (CFP®) and Partner with nearly 20 years of experience. As a fiduciary, we are legally obligated to act in your best interests.
Leadership You Can Trust
We don’t just talk about excellence—we’re ranked for it.
We deliver—year after year.
Experience the caliber of advice your wealth deserves.
- Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
- The recognition was issued October 1, 2025 and applies October 2025 through October 2026.
- Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.