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

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Rob Soerens

Financial Advisor, Southwestern Investment Group
Financial Professional, RJFS

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Megan Norris

Client Service Associate

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Contact Our Team

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Our Location

12 Cadillac Drive, Suite 100
Brentwood, TN 37027

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