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Wealth Advisory Services

Options Available for Private Wealth Management

Wealth management services provided by Bruce Gillen, CFP®

Greg Lemon CPA, PLLC has developed a business relationship with Bruce Gillen, CFP® whose private wealth practice serves individuals and business owners. As an individual or small business owner, you need access to wealth management strategies along with tax strategies allowing your wealth to grow.

That’s why Greg Lemon CPA, PLLC has developed a professional alliance with Bruce Gillen, CFP®, Financial Advisor. Like our staff, Bruce and his team at Well House Financial Group are focused on helping clients accomplish their goals.

Bruce is a Certified Financial Planner™ practitioner with Ameriprise Financial Services, Inc. With nearly 30 years of experience, Bruce is a member of the Financial Planning Association, the Maury County Chamber of Commerce and Economic Alliance and the Williamson County Chamber of Commerce.

Alongside Bruce, Chris Brown, CRPC®, Financial Advisor, can further support your wealth management needs. Chris provides multi-generational wealth management and retirement planning strategies for families.

Chris has over a decade of experience as an advisor, small business owner and entrepreneur in Middle Tennessee. Chris is Board President of The American Cancer Society, Finance Committee Chair of Christian Leadership Concepts and an Usher Team Leader at Fellowship Bible Church. He spends much of his free time coaching youth sports.

The Group’s areas of focus include:

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Intergenerational Planning 401(k)
  • Defined Benefit Strategies
  • Insurance
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Retirement Plan Distribution

 



"The Ameriprise financial planning process is unique in that the advisor spends a great deal of time analyzing client cash flow and presents a report on personal income and expense. I went through this process with my mother and discovered many areas of her financial life where she could save money. The process is consultative in nature and provides great comfort to the client."

- Greg Lemon



Click here to download an article about how the Ameriprise Financial Planning Process can help you.

 

Contact Bruce:
931.388.6346
1.800.281.6574
charles.b.gillen@ampf.com
 

Contact Chris:
615.771.5278
931.388.6346
chris.brown@ampf.com

 
 

Well House Financial Group and Greg Lemon CPA, PLLC: Disclosure

Employees at Well House Financial Group are not employed by Greg Lemon CPA, PLLC, but are available to our clients as an excellent resource for financial planning, wealth management and protection. For more information on Ameriprise Financial, visit http://www.ameripriseadvisors.com/team/well-house-financial-group/.

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific issues. Greg Lemon CPA, PLLC is not endorsed by nor affiliated with Ameriprise Financial. Greg Lemon CPA, PLLC is not under the supervision of Ameriprise Financial. Greg Lemon CPA, PLLC is not a broker-dealer or investment advisory firm.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

A referral fee will be paid to your accountant if you become a client of Well House Financial Group.