TrustCore was founded in 1984 to fill the need for trustworthy, client focused, coordinated financial advice and planning. Over the years, the company has grown to become one of the largest independent wealth management firms in the state of Tennessee, managing client assets of over $1 billion dollars. From our offices in Brentwood, a suburb of Nashville, we serve clients in over 34 states across the nation.
Our approach to success begins with a commitment to provide sound financial counsel with integrity. Because we are independent, we do not offer "house brand" products, and our advisors have no production or sales quotas. When selecting investment choices we focus on suitability for clients. We address a client’s broad financial situation, and do not recommend “product” remedies that do not meet their underlying, long-term needs.
TrustCore clients benefit from almost 500 years of collective experience from financial professionals who hold the industry’s most recognized credentials including, Registered Financial Consultant, CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC) and Certified Investment Management Analyst (CIMA). Our team of more than 29 professionals is comprised of disciplined experts with a broad range of financial disciplines.
TrustCore uses cutting edge technology, enabling us to provide our clients with the information they need, when they need it. We use sophisticated financial software to perform complex calculations, formulate financial plans and maintain an extensive database of clients' financial data. From our website, clients can view their accounts, check stock prices and read articles on a variety of topics.
We believe that our success depends on results and the satisfaction of our clients. We invite you to contact us today, to see how we can help you achieve your financial goals.
TRUSTCORE'S CORPORATE MISSION
“TrustCore provides tailored financial strategies and management to high net worth individuals or families designed to provide them with peace of mind and more lifestyle choices reflecting the client’s unique objectives, constraints and time horizons.”