Continuing the virtuous circle of wealth

By helping you do more with what you’ve accomplished, we help ensure the continuation of your financial success and your ability to do more for the people, the business or the organization for which you’re responsible. It’s what’s known as a virtuous circle of wealth – a recurring cycle of economic events, the result of each one being able to increase the beneficial effect of the next. Everything we do is aimed at building on your achievements in order to create ever-increasing opportunities for greater good in the future.

Bobby Waechter

Vice President, Investments

Bobby Waechter

Many of Bobby’s most fulfilling professional relationships were born out of helping everyday people through some of life’s most challenging transitions regardless of the size of their assets or the amount they had to invest. Dealing with the death of a loved one, job loss, divorce are devastating periods of uncertainty and vulnerability which create tremendous emotional stress and the potential for disastrous financial implications. His passion is to help. It’s why he became a financial advisor more than 15 years ago and it’s what continues to inspire him daily.

Bobby was born and raised in Middle Tennessee, a proud graduate of Smyrna High School and Middle Tennessee State University. Away from work Bobby enjoys spending time with his wife and two young children, the occasional round of golf, hunting and exercise. He serves the community as a member of Woodmont Hills Church and as past President and Advisory Board Member of NeedLink Nashville (a non-profit that helps needy families with their heating and electric bills).

“Whether I’m helping a client navigate the turbulent financial complexities of divorce, planning for a dream retirement, or saving for a child’s education, my passion is to be the go-to resource for those who need me.” Bobby is proud that hundreds of clients have shared their dreams, challenges, hopes and goals with him over the years. And, he is deeply humbled to be a trusted financial partner for so many families.