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OUR SERVICES

Collaborative Relationship

Clinical Experience

Premier Resources

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We are an investment advisory firm providing a collaborative relationship, clinical expertise and world-class resources to achieve goals, peace of mind and confidence for our clients.

Financial Planning

A Lifevesting financial plan considers every aspect of a client’s financial life, so they perform optimally with one another. The process results in focus on important decisions and removes noise created by matters that do not contribute to financial well-being.

 

With knowledge of our client’s financial life beyond just investments (cashflow, insurance coverage, deductions, mortgage rates and more), Goodson Wealth Management’s Lifevesting expertise provides guidance for their financial vision and toward their dreams, all in a manner consistent with the fiduciary standard.

Asset Management

Goodson Wealth Management builds customized portfolios based on each client’s unique needs, goals and risk tolerance, as directed by their Lifevesting financial plan. Personalized parameters guide an asset allocation of stocks, bonds, real estate, alternatives, private equity and other securities specific to each client’s requirements for income, capital growth and legacy plans.

Private banking offers our clients a high level of personalized service rare in the increasingly automated, digitized and anonymous banking world. Our banking is built on personal relationships supported by robust technology to provide customized products, convenience of consolidated services, all under one financial roof.

Private Banking Assistance and Support

Private Trust Assistance and Support

Our independent trust company focuses on wealth protection and preservation. We offer a full range of trust services to U.S. and international families. Our experts collaborate with our client’s team of estate planning, legal services, insurance, and tax planning professionals. Chartered in Tennessee our private trust company utilizes Tennessee Trust Laws. Tennessee is considered one of the best trust states in the nation.

Insurance

Insurance is crucial and often overlooked. No financial plan is complete without considering risk of loss. Insurance products are specifically designed to mitigate risks we all encounter in life. At Goodson Wealth Management, we help design and implement insurance policies that suit each client’s needs and complements your Lifevesting plan.

Technology

As independent advisers associated with Eudaimonia Group, safety and security are a high priority. Clients’ assets and futures are served by best-in-class financial technology (fintech), provided by sound and substantial vendors. All of our service providers are continuously rigorously evaluated and vetted by Eudaimonia Group to provide Goodson Wealth Management with financial industry tools second to none to serve our clients. 

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Phone: (931) 968-1127
Toll Free: (877) 843-1411
Email: info@goodsonwealth.com

WINCHESTER LOCATION
1791 Bypass Road
Winchester, TN 37398

NASHVILLE LOCATION
By Appointment Only
818 18th Avenue South
Suite 950
Nashville, TN 37203 

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©2023 Goodson Wealth Management. All rights reserved.
 

Investment advisory services offered through Eudaimonia Partners, LLC, a registered investment adviser.

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Eudaimonia Partners, LLC (“Eudaimonia”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Eudaimonia and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Eudaimonia unless a client service agreement is in place.

 

Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC. Goodson Wealth Management and Eudaimonia Partners, LLC are separate entities from Purshe Kaplan Sterling Investments.

Check the background of your financial professional on FINRA’s Brokercheck

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The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. 

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The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites. 

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