Service Driven. Tailored To You.

You are more than just a number to us. Because of this, we get to know you and what’s important to you which allows us to put together a plan that achieves your goals. Our independence gives us access to all the products on the market, which allows us to tailor your plan to you. We are committed to serving our clients at the highest level, and that drives everything we do.

About Us

Our goal is to help you achieve the goals that are important to you and for you to feel confident about the direction you are heading. We do this by listening well to what matters most to you and developing a strategy that encompasses the six essential areas of managing wealth. We take time to explain things along the way with the heart of a teacher. Everything we do is driven by one goal—how we can serve our clients better.

Meet the Team

Learn more about each of the dedicated members of the Lange Wealth Team.

Steve Lange

Vice President, Southwestern Investment Group | Financial Advisor, RJFS

Read Bio

Bobby Shriver

Financial Advisor

Read Bio

Casey Duchesne, FPQP™

Client Services Representative

Read Bio

Contact Our Team

  • This field is for validation purposes and should be left unchanged.

Our Location

12 Cadillac Drive, Suite 100
Brentwood, TN 37207
615-432-4441

Latest Resources

  • Southwestern-Investment-Group-Brentwood-Location

    SOUTHWESTERN INVESTMENT GROUP’S BRENTWOOD OFFICE MOVES TO A NEW LOCATION

    July 15, 2020

    BRENTWOOD, Tennessee—After a period of significant growth, Southwestern Investment Group is excited

    Read More

  • certified-financial-planner-with-young-couple

    5 Reasons You Should Work with a Certified Financial Planner (CFPⓇ)

    July 8, 2020

    Are all financial advisors the same? The obvious answer to this question

    Read More

  • woman wearing a yellow sweater, tan jacket and a medical face mask outside in a city

    4 Ways to Help Those Affected by COVID-19

    June 25, 2020

    COVID-19 changed our world, to put it lightly. But, as much damage

    Read More

See More Resources