What We Do
Comprehensive services. One trusted relationship.
From investment management to business exit strategy, Stone Pillars delivers a complete suite of wealth management services for high-net-worth families across Franklin and Williamson County.
Our Framework
Build it. Protect it. Transfer it.
Every service we offer falls into one of three categories. All three are connected and coordinated under one relationship.
Build
Financial Planning and Wealth Management
Grow and manage your wealth intentionally, efficiently, and in alignment with your goals.
- Comprehensive financial planning
- Investment and portfolio management
- Retirement income planning
- Tax-efficient investing
- Social Security and Medicare guidance
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Build
Wealth Management
Discretionary investment management calibrated to your risk, time horizon, and life goals.
- Portfolio management and asset allocation
- Risk management and insurance review
- Long-term wealth accumulation
- Socially responsible investing
- Quarterly performance reviews
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Protect
Tax and Estate Planning
Preserve what you have built through proactive, year-round tax and estate strategy.
- Tax minimization and deduction strategy
- Estate and trust planning
- Generational wealth transfer
- Charitable giving and donor-advised funds
- IRA and Roth conversion strategy
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Protect
Retirement and Income Planning
Build flexible retirement roadmaps and sustainable income strategies.
- Social Security optimization
- Retirement income sequencing
- Inflation and longevity planning
- 401k and IRA rollovers
- Spousal and survivor planning
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Transfer
Business and Exit Planning
CEPA-credentialed exit planning for Franklin and Nashville business owners.
- Exit strategy and pre-M&A planning
- Business valuation and enhancement
- Buy/sell agreement consulting
- ESOP and 1042 transaction guidance
- Post-exit wealth management
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Transfer
Family Office and Legacy Services
Coordinated wealth oversight and multi-generational legacy planning.
- Investment oversight and coordination
- Philanthropic and charitable planning
- Multi-generational wealth planning
- Professional network coordination
- Estate administration guidance
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