What does a wealth manager do?

A wealth manager provides personalized financial guidance for high-net-worth individuals and families, including investment management, retirement planning, tax strategy, and estate planning.

Who is Luken Wealth Management best suited for?

Luken Wealth Management specializes in working with clients who have $500,000 or more in investable assets and want a data-driven, personalized approach to managing their wealth and financial future.

Is Luken Wealth Management a fiduciary?

Yes. As a fiduciary, Luken Wealth Management is legally and ethically committed to acting in the best interests of our clients at all times.

What services does Luken Wealth Management offer?

We offer comprehensive wealth management services including investment management, retirement income planning, tax optimization, estate planning, and risk management tailored to your financial goals.

Where is Luken Wealth Management located?

Our office is located in Brentwood, Tennessee, and we proudly serve clients in Nashville, Franklin, and throughout Middle Tennessee.

Free Consultation

We help the first-generation wealthy make smart decisions about their money...

So that you can do what you want to do.

About Us:
The superpower behind wealth management is the clarity around the life you want to live - and how your finances will help you live it.

The Wealth Roadmap ensures all the other pieces—where and when to invest, how to take care of your legacy, when to retire— fall into place.

FEATURED ON

Who we serve

First-gen wealth is different.

Your relationship with money is unique—and complicated. You have one foot in the old world and one in the world you’ve created.

You didn’t grow up hearing the nuances of investment decisions or estate planning at the dinner table. No one gave you a roadmap to follow or safety net to fall back on.

For you, wealth isn’t just about investments. It’s about protecting what you’ve built, making sure it doesn’t slip away, and creating a future that reflects your values and who you care about.

While most advisors have good intentions, when they don’t understand your background or what drives you, their approach can feel disconnected—leaving you uncertain and unsupported.

Our Approach

Welcome to the Wealth Roadmap: Our proprietary method for replacing financial fog with focus – designed around your goals and values.

We approach financial planning like we would a marathon: Using the Wealth Roadmap you set the goal, set the date, and we create the program to get you from where you are now to the financial finish line. Just like wealth, running a marathon requires focus, a plan and resilience. And for first-gen wealth like you, success didn’t come from shortcuts—it came from persistence.

This approach isn’t just about managing wealth—it’s about reducing worry and giving you the clarity, freedom and security to live the life you want.

Greg Luken

Download Our Ebook

Founder

LEARN MORE

Our Services

Financial Planning

We ensure your cash flow is steady, your debt is manageable, and your financial health is strong. Our plans adapt to your changing needs, providing peace of mind and a clear path to your future.

Asset Management

We grow your wealth with expert investment management, using a data-driven approach to create a diversified portfolio. Our proactive management aligns your investments with your goals and market conditions.

Risk Management

We identify and mitigate risks to protect your assets and well-being. Our strategies cover health, liabilities, and unforeseen events, providing security and peace of mind.

Tax Strategies

We minimize your tax burden and maximize your savings through effective tax strategies. Our network of tax professionals helps you take advantage of available deductions and credits.

Estate and Legal Planning

We protect your legacy with comprehensive estate and legal strategies. Our network of legal professionals ensures your assets are distributed according to your wishes and secures your family's future.

Contact Us

Take the first step toward the rest of your life and schedule a discovery call with our team now. Contact us today to begin.

Why Choose Us

Frequently asked questions

We created an innovative, data-driven investment approach for managing money. Our Wealth Roadmap process helps people get clarity about where they are, where they’re going and how to get there. Like other Registered Investment Advisors, we have a fiduciary responsibility and a commitment to transparency. Our commitment to serve a small client community sets us apart in the Brentwood and greater Nashville area.