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Cresset Nashville Family Office & Private Wealth Management

We serve founders, entrepreneurs, and ultra high net worth families. Schedule a call with one of our Nashville wealth advisors.

Contact Our Nashville Office

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Our Nashville Wealth Advisory & Family Office Team

Meet the Nashville wealth advisors providing a boutique experience dedicated to your needs.

Doug Raetz 700x425 1

Doug Raetz

Co-President, Cresset Sports & Entertainment
Heather Goodman 700x425 1

Heather Goodman

Co-President, Cresset Sports & Entertainment
Bret Fincher

Bret Fincher

Managing Director, Wealth Advisor
Chris Stout

Chris Stout

Managing Director, Wealth Advisor
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Nashville Location

1206 17th Ave South
2nd Floor
Nashville, TN 37212

629.666.2703

Our Nashville Family Office

Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our Nashville office is located in the Music Row neighborhood of downtown Nashville. We serve clients in Nashville and across the US from our 22 office locations.
 
Our Nashville financial advisors provide holistic wealth advisory services including wealth management, financial planning, tax strategy, liquidity and exit planning, private investment access, and even more family office services. We are committed to our clients’ best interests through True Fiduciary® standards and have numerous awards from Barron’s, Forbes, and Crain’s Chicago Business.
 
Learn more about how we can streamline your life so you have more time for what matters to you most.
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$60B+ Family Office

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Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

Forbes Top RIA Firms 2024

Forbes #14 Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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