
Education. Service. Confidence.
Our mission is to build relationships founded on education, developed through service, and resulting in continuous financial confidence. Actions speak louder than words, and we strive to implement this mission in every interaction with our valued clients.
About Us
We build relationships. Our ultimate goal is to become a meaningful part of our clients’ lives. Their financial profile is just a part of the larger picture. We seek to understand the whole person, as well as their financial dreams, goals, and plans.
We’re founded on education. We’re teachers at heart, and the desire to educate underlies our ongoing work with clients. We help remove the mystery of capital markets and empower our clients with the knowledge and strategies to achieve their financial goals.
We develop through service. We’re always prompt and accurate in our processes, and we value the deep connections that can come from offering excellent service. We do our utmost to exceed client expectations by providing truly outstanding client services.
We facilitate financial confidence. As we educate our clients and develop the relationship through good service, the end result is continuous financial confidence.
We provide personal income solutions to help you address your needs today and to meet your long-term financial objectives. We’re a dedicated team working with a small group of clients so that we can bring our very best to each individual. If this type of partnership would support your financial goals, please reach out to us to schedule a conversation.
Meet Our Team
Learn more about each of the dedicated members of the Nail Wealth Team.

John Nail
JR. CFP®, CHFC®, CASL®, CAP
Senior Executive Vice President
What to expect at an appointment
Step 1
We get to know you
Step 2
We are transparent
Step 3
We work to understand your goals
Step 4
We introduce you to our tools
Step 5
We create a lasting relationship
Our Wealth Planning Services
Through a variety of wealth planning services, our team has the knowledge and expertise to guide you in almost every aspect of financial planning. Below is a comprehensive list of our wealth planning services.
Retirement Income Planning
We will help you financially plan for retirement and suggest alternative streams of income where applicable.
Tax-Integrated Planning
Our expertise with the tax code helps us incorporate your taxes into financial planning.
Financial Planning
We keep our team and clients accountable through ongoing analysis of your finances.
Investment Planning
Take the worry out of financial planning, and know that our team is continuously reviewing any potential risks to your portfolio.
Contact the Nail Wealth Team
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Our Location
Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Phone Number
615.861.6116
Recent Insights

Leave Your Legacy: Wealth Transfer Planning in Tennessee
Table of Contents From the hills of Middle Tennessee to the majestic Smoky Mountains, families across our state are thinking about their legacies. And not just about how much money to leave for future generations.

Cultivating a Generational Wealth Mindset
Table of Contents When it comes to your money, are you worried about how much you have, or making what you have truly last? The test of enduring prosperity isn’t just the accumulation of assets;

Talking to Kids About Money: Five Pitfalls to Avoid Are You Making These Mistakes Talking to Your Kids About Money? Part 2
Table of Contents The path to discussing money and finances with our children is often paved with good intentions, yet certain approaches can inadvertently sow seeds of confusion or erode the values we hold dear.

How to Talk to Your Kids About Wealth: A Guide for Every Age: Part 1
Table of Contents As parents, we carefully guide our children through so many of life’s important lessons. When it comes to money, though, how and when to start the conversation isn’t always clear. But engaging