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Investment Management
in Brentwood, TN

Disciplined, personalized portfolio management for individuals and families across Brentwood, Franklin, and the greater Nashville area. Find your financial rhythm with an independent Cadence Wealth Advisors team that coordinates investing with your tax and retirement strategy.

Schedule a Consultation Call 615-745-3653
CFA® and CPA Dual-credentialed advisor
Independent No product quotas
Tax-Aware Investing and taxes together
Local Team Rooted in Williamson County

Investment Management Aligned With Your Goals

Good investing is not about chasing the market's mood. It is about building a portfolio that reflects who you are, what you are working toward, and how much risk you are comfortable taking along the way. At Cadence Wealth Advisors, we manage investments for people throughout Brentwood and the greater Nashville area who want a clear, disciplined approach they can have confidence in and clearly understand.

Our work starts with listening. We take the time to learn your goals, your time horizon, and the milestones that matter most to your family. From there, we construct a personalized portfolio and review it on an ongoing basis, adjusting as your priorities shift and as conditions change. Because Tyler Dicke is also a CPA, we weigh the tax impact of investment decisions before we act, keeping your strategy coordinated rather than fragmented across separate providers.

Why Thoughtful Investment Management Matters

The decisions you make with your portfolio compound over decades. A disciplined, coordinated approach can help you stay invested through volatility, keep more of what you earn, and move steadily toward the future you want.

Discipline Beats Emotion

Markets rise and fall, and reacting to headlines can be costly. A structured plan helps you stay the course when it counts and avoid decisions driven by fear or hype.

Taxes Shape Your Returns

What you keep matters as much as what you earn. Weighing the tax impact before making a move can help your portfolio work harder over the long run.

Time in the Market

Compounding rewards patience. A portfolio matched to your time horizon lets your money grow across cycles rather than stalling on the sidelines.

Coordination Reduces Gaps

When investing, retirement income, and tax planning are managed together, the parts of your plan reinforce one another instead of working at cross purposes.

Our Investments Philosophy

Every portfolio we build is personalized. These are the core areas of our investment management service for clients in Brentwood and across the Nashville area.

Personalized Portfolio Construction

A diversified portfolio matched to your goals, time horizon, and risk tolerance, built with cost and quality in mind rather than a one-size-fits-all model.

Ongoing Review and Rebalancing

Markets move and so do your goals. We monitor your portfolio and rebalance as needed to keep your allocation aligned with your plan.

Tax-Aware Investing

Guided by an advisor who is also a CPA, we weigh the tax impact of investment decisions and coordinate them with your broader tax picture.

Risk Management

We help you understand the trade-off between risk and reward and position your portfolio so it reflects the level of volatility you are prepared to accept.

Retirement Income Coordination

We align your investments with your retirement timeline, coordinating taxable, tax-deferred, and tax-free accounts to support the income you will draw on later.

Clear, Ongoing Communication

You get straightforward explanations and a direct line to your advisor, so you always understand what you own and why it is part of your plan.

Why Investors in Brentwood Work With Us

Choosing who manages your investments is a decision about trust. Our value comes from experience, independence, and a coordinated approach that keeps your investing, tax, and retirement strategy working together.

We are a local Brentwood, TN firm with the resources of a national partner, so you get a personal relationship and institutional-grade tools in the same place.

Verify our registration and background anytime on FINRA's BrokerCheck, or review the LPL Financial Form CRS.

  • Dual-Credentialed as a CFA and CPA

    Your advisor holds the Chartered Financial Analyst designation and is a Certified Public Accountant, bringing investment analysis and tax awareness to the same conversation.

  • Independent and Objective

    As an independent firm, we are not tied to product quotas. Our recommendations are guided by what fits your goals.

  • Rooted in Brentwood, TN

    We live and work where our clients do, on Westgate Circle in Brentwood, and we meet with you face to face.

  • Coordinated, Long-Term Advice

    Investments, retirement, and tax strategy managed together, so the parts of your plan reinforce one another rather than working separately.

Tyler Dicke, CFA, CPA

Tyler Dicke, CFA®, CPA

Wealth Advisor

An advisor since 2020, Tyler began his career in accounting and later earned the Chartered Financial Analyst designation while working alongside attorneys, CPAs, and global investment managers. As a CPA and CFA charterholder, he integrates investment strategy with tax awareness and long-term planning for individuals and families.

Areas We Serve

From our office in Brentwood, Cadence Wealth Advisors provides investment management to individuals and families across Williamson County and the greater Nashville area.

Brentwood Office

Brentwood, TN

1616 Westgate Circle, #230
Brentwood, TN 37027
615-745-3653

Communities we serve nearby:

  • Franklin
  • Nolensville
  • Belle Meade
  • Forest Hills
  • Oak Hill
  • College Grove
  • Thompson's Station
  • Nashville

Don't see your city? We work with clients throughout the greater Nashville metro area. Reach out to confirm availability in your state.

Request a Consultation With a Brentwood Investment Advisor

If you want a disciplined, coordinated approach to managing your investments, we would welcome a conversation. Share a few details and we will reach out to schedule a time that works for you.

Prefer to talk now? Call 615-745-3653

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Submitting this form does not create an advisory relationship.

Frequently Asked Questions

Straight answers to what people in Brentwood ask us most about investment management and getting started.

What Does an Investment Manager Do?

An investment manager builds and maintains a portfolio on your behalf. That includes learning your goals and risk tolerance, constructing a diversified allocation, monitoring it over time, and rebalancing as conditions and priorities change. At Cadence Wealth Advisors, we also weigh the tax impact of investment decisions and coordinate them with your retirement and tax strategy.

How Is Cadence Wealth Advisors Different?

We are an independent, local firm in Brentwood, and our advisor is dual-credentialed as a Chartered Financial Analyst and a Certified Public Accountant. That combination means investment strategy and tax awareness are considered together in the same conversation, rather than split across separate providers.

Do You Have an Account Minimum?

Fee structure and account minimums vary based on the services you need. The best way to understand what applies to your situation is to contact the firm directly and start a conversation.

What Areas Do You Serve?

From our office in Brentwood, TN, we serve clients across Williamson County and the greater Nashville area, including Franklin, Nolensville, Belle Meade, Forest Hills, Oak Hill, and Nashville. LPL Financial registered representatives may discuss or transact business only with residents of the states in which they are properly registered or licensed, so reach out to confirm availability in your state.

How Do I Verify Your Background?

You can check the background of the firm's financial professionals on FINRA's BrokerCheck. Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. You can also review the LPL Financial Form CRS.

How Do I Get Started or Schedule a Consultation?

The quickest way to begin is to schedule an appointment online. You can also call the Brentwood office at 615-745-3653 or email hello@cadencewa.com.