6 Cadillac Dr
Suite 330
Brentwood, TN  37027
Phone: 615-760-5142
Fax: 615-760-5642
 
 

 About Wealthpoint

In addition to offering comprehensive financial planning, we offer asset management services. Since we are an independent firm, we offer a full range of investments that are selected based on our clients needs, goals and objectives. We also provide client access to multiple portfolio strategists and managers, utilizing domestic, global, strategic and tactical asset allocations. Come meet with us to learn more!

Our investment services include:

• Bonds
• Common Stock
• Roth IRA
• Simple IRA
• Traditional IRA
• SEP IRA
• Exchange-Traded Funds (ETFs)
• Brokerage Accounts
• Mutual Funds
• 529 Savings Plans
• Treasury Bills/Notes
• Government Securities
• Real Estate Investment Trusts
• Unit Investment Trusts
• Coverdell Savings Account

 
Request a consultation to meet with a Wealthpoint advisor and discuss your investment needs.

Securities offered through Securities Service Network, member FINRA & SIPC. Advisory services offered through SSN Advisory, Inc., a registered investment advisor. If a recommendation is included in the above email, please contact me for additional investment information supporting the recommendation.

PRIVACY DISCLOSURE:
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for you: When you open an account with Securities Service Network, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.

© 2012 Wealthpoint Financial Group, LLC. All Rights Reserved.

Investment advisory services are available only to residents of:
IAL - ADVISORY - SSNAI, AL - SECURITIES, AZ - INSURANCE, AZ - SECURITIES, AZ - VARIABLE ANNUITIES, CA - SECURITIES, CT - SECURITIES, FL - SECURITIES, GA - ADVISORY - SSNAI,, GA - SECURITIES, IL - ADVISORY - SSNAI, IL - SECURITIES, IN - SECURITIES, KY - ADVISORY - SSNAI, KY - INSURANCE KY - SECURITIES, KY - VARIABLE ANNUITIES LA - ADVISORY - SSNAI, LA - SECURITIES, MD - ADVISORY - SSNAI, MD - SECURITIES, MO - SECURITIES, MS - ADVISORY - SSNAI, MS - INSURANCE MS - SECURITIES, MS - VARIABLE ANNUITIES NH - ADVISORY - SSNAI, NH - SECURITIES, NY - SECURITIES, OH - ADVISORY - SSNAI, OH - SECURITIES, PA - SECURITIES, TN - ADVISORY - SSNAI, TN - SECURITIES, TX - ADVISORY - SSNAI, TX - SECURITIES, VA - ADVISORY - SSNAI, VA - SECURITIES, WI - ADVISORY - SSNAI, WI - SECURITIES.

We are licensed to sell insurance products in the following states of: Alabama (AL), Kentucky (KY), Mississippi (MS) and Tennessee (TN).