SWM Group Benefits

Nashville, Tennessee

Kristopher Curtis Financial, based in Nashville, provides estate planning and retirement planning services with a focus on retirement strategy. The firm works with clients to determine required rates of return needed to meet financial goals, construct investment combinations aligned with those objectives, and incorporate tax considerations into their planning approach. They deliver annual assessments tracking whether clients are on track, off track, or ahead of track relative to their retirement objectives.

Chattanooga, Tennessee

Capital Square is a fee-only registered investment adviser founded in 2017 with offices across the Southeast, including Chattanooga, Tennessee. The firm provides retirement planning, portfolio management, education planning, estate and trust planning, 401(k) solutions, and annuity analysis, with a stated approach emphasizing disciplined portfolio construction, periodic reallocation, and customization to individual client circumstances. The advisory team includes multiple CFP® professionals and portfolio managers, with founding partners Notley Sidney Maddox (Chief Compliance Officer) and Stacy Womble Eaton leading the firm.

Memphis, Tennessee

LoneTree Wealth Management is an independent, fiduciary firm in Memphis, Tennessee, serving clients across the country. Led by partners Andrew Gilbert (CFP®, AWMA®) and Jimmy Beard (Series 65), the firm provides financial planning, investment management, tax strategy, estate planning, and alternative asset consulting, with particular focus on individuals and families navigating career growth, equity compensation, and major life transitions. The firm's approach emphasizes understanding clients' full circumstances rather than just balance sheets, grounded in the partners' own experience as business owners and parents.

Collierville, Tennessee

Pickler Wealth Advisors is a Collierville, Tennessee-based firm that provides wealth management, 401(k) administration, and accounting services. The firm, led by David Pickler, serves both individual and company clients and operates from multiple locations near Collierville City Hall. The firm emphasizes client communication through educational content including monthly market updates and personal finance discussions.