Helping Clients Keep Their Wealth Secure

We provide sound investment and financial planning for our clients. To do this, we begin by diving into a client’s financial history, assets, and taxes.

About Us

Plunkett Wealth Team

After developing a thorough understanding of a client’s objectives and goals, we help our clients effectively and efficiently save for retirement, employ tax planning strategies, and secure their wealth.

This comprehensive approach means that nothing slips through the cracks, and clients can rest assured that their estate and retirement planning is in good hands. We stay updated on new strategies, and consistently reevaluate new approaches that can be utilized by our clients.

With over 13 years of experience, along with his Series 6, 7, 63, 66, and life and health licenses, our team has a strong familiarity with all aspects of financial planning. Schedule a consultation today to start working with an advisor who can handle it all.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Meet the Team

Learn more about each of the dedicated members of the Jason Plunkett Wealth Team.

Jason Plunkett

Vice President, SWIG
Investment Broker, RJFS

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Beau Wirick

Financial Advisor, Southwestern Investment Group
Financial Professional, RJFS

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Janette Miller

Executive Assistant

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Contact Our Team

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Our Location

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-391-2966

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