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About ClearTrust

About ClearTrust

ClearTrust Wealth Advisors is an independent financial services firm with advisors offering comprehensive financial planning and wealth management services to small business entrepreneurs, corporate executives and multi-generational families. ClearTrust was established with the trust and confidence of our clients in February 2009.

What's most important to Us

We will help you connect with an advisor who properly suits your financial needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

Integrity

Integrity

We lead with integrity which allows us to provide advice grounded in honesty, transparency, and a steadfast commitment to doing what’s right for our clients at every stage.

Accountability

Accountability

We hold ourselves to the highest standards, taking ownership of our work and delivering our promises with consistency and care.

Commitment

Commitment

We are committed to long-term progress, bringing focus, perseverance, and dedication to helping our clients move confidently toward their goals.

Meet the Team

Our team brings together a proven process with customized strategies, delivered by professionals who value strong culture and integrity. We work collaboratively and lead with care—partnering closely with others to ensure thoughtful, effective solutions and a positive experience every step of the way.

Advisors

Team

Business Support

As investment professionals, ClearTrust Wealth Advisors receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.

Resource Partners

Community Participation

West Nashville Dream Center

West Nashville Dream Center

Angel Flight

Angel Flight

Feeding America

Feeding America

Gigi's Playhouse

Gigi's Playhouse

Davis House Child Advocacy Center

Davis House Child Advocacy Center

Veteran's Airlift Command

Veteran's Airlift Command

ClearTrust Wealth Advisors and NewEdge Advisors are not affiliated with the businesses listed above.
This is for informational purposes only.