PFM Elite provides wealth management services over a wide range of disciplines tailored to specific client situations. If you are interested in discussing how we might help you achieve your desired outcome, click the button below to set up a brief, no obligation, call for further discussion. For details on why clients choose us, how we help clients or any of the specific services we cover, see our home page.
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Charles E. (Chuck) Nash, CFP®, CLU®, ChFC®
Chuck Nash is a financial advisor located in Franklin, TN, the founder of PFM Elite Wealth Management and investment advisor representative with Brookwood Investment Group. Investment advisory services are offered through Brookwood Investment Group LLC. PFM Elite Wealth Management is a consulting brand used by Charles E. (Chuck) Nash.
He began his financial services career in 1981 and completed the Certified Financial Planner (CFP) program in 1987. He started his financial advisory practice in 1994 under the name Personal Financial Management (PFM) and incorporated as PFM Advisor in 1998. In 2021, he founded PFM Elite Wealth Management.
In addition to the CFP designation, he is also a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA) and a IRMAA Certified Planner (IRMAACP).
Over his 30+ years as a financial advisor, his primary mission has been to help his clients pursue their stated goals through holistic planning and a focused attention to detail.
Investment advisory services are offered through Brookwood Investment Group LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is an advertisement for advisory services and is provided for informational purposes only. It is not personalized advice or a recommendation. All investing involves risk, including loss of principal, and past performance does not guarantee future results. Services are offered only where properly registered or exempt. See Form ADV and Form CRS at www.adviserinfo.sec.gov.