A Single Solution for All Your Financial Needs

From the beginning, our mission has been to inspire and empower families to live their ideals. Based in Memphis, Tennessee, we are an independent, fee-only Registered Investment Advisor originally founded to serve the needs of a single family. We grew into a multifamily office working with several high-net-worth families and today cater to a range of families who would benefit from our wealth management and family office services.

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Values Based on Your Best Interests

As an independent, boutique advisory firm, we provide a high level of personalized attention that you will not find at large, corporate firms. Because our mission is to serve you, we have adopted the following values to help ensure we put you at the center of everything we do.

Services Tailored to You

We bring our best resources to the table for every client, but we also recognize that different families have different needs. To align our broad array of services and solutions to each family’s specific situation, we offer two levels of engagement based on size, complexity, and preference.

Wealth Management

I need an experienced financial planner who will design, implement, and maintain a comprehensive financial and investment plan that helps me achieve my objectives. Learn More

Family Office

I need sophisticated, multigenerational solutions and concierge support encompassing more complex strategies than traditional financial planning generally provides. Learn More

We love what we do

Nothing makes us happier than helping a family achieve their goals. We are a team of wealth management professionals with deep knowledge and experience dedicated to inspiring and empowering families to live their ideals. The process begins with building a relationship, so let's get started.

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Our Latest Posts

  • 2020 Q4 Market Update Jan 21
    State of the Markets In the final quarter of 2020, markets continued to process economic, health, and political information through a very optimistic lens, resulting in strong returns across all a...
  • Summary of the December 2020 Stimulus Bill Jan 21
    After much negotiation, a $900 billion stimulus package was finally passed in late December of 2020. Following is our simple summary of the 5,593-page Consolidated Appropriations Act, signed into law...
  • RISE Foundation Receives $10,000 Donation, Matched by Century Wealth Management Jan 7
    The RISE Foundation, a nonprofit that empowers low-income workers to become self-sufficient through financial literacy programs, received more than $20,000 in a fundraising campaign initiated by Jay ...

Let's Talk

Managing your wealth is a very personal subject. We offer a complimentary discovery call to discuss your goals and concerns and to determine how we can best help you.

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