We are a Nashville-based, independent investment advisor serving high-net-worth individuals, families, endowments, foundations, 401(k) plans, and trusts. With more than a century of combined investment management and wealth planning experience, Woodmont Investment Counsel helps our clients achieve their financial goals. In the rapidly changing investment advisory industry, it is the vision of Woodmont Investment Counsel to be a leader in innovative ideas and performance, blending cutting-edge technology with sophisticated investment advice.

Woodmont is a Registered Investment Advisor and serves as fiduciaries requiring us to place our client’s interests first. We provide the following services for our clients Investment Management, Comprehensive Financial Planning, Estate Planning, Tax Planning, and Outside Investment Analysis.

Please see Form ADV 2A as filed with the Securities and Exchange Commission for additional information about Woodmont Investment Counsel, LLC. SEC registration does not imply the SEC has approved or endorsed the firm, nor does it imply a certain level of skill or training.