ClearTrust Wealth Advisors is an independent financial services firm offering comprehensive wealth management with a planning-first mindset and an institutional approach to investing. The firm focuses on understanding each client’s financial situation, goals, and vision for the future, then guiding them through a clear process with support from a dedicated team of independent advisors. Its services cover multiple stages of financial life, from building and managing wealth to protecting assets and planning how they may be passed on.

Offerings include investment management, financial and retirement planning, estate planning strategies, insurance, and executive compensation and benefit strategies. ClearTrust also provides business planning solutions, along with online tools and resources such as financial calculators, a glossary, and tax information. The firm emphasizes thoughtful, results-driven guidance, long-term perspective, honesty, and clarity.

It invites prospective clients to schedule a complimentary initial consultation to discuss their goals and learn about its approach. ClearTrust is based in Franklin, Tennessee, and provides advisory services through NewEdge Advisors, LLC, a registered investment adviser