Helping to secure your wealth for generations
You’ve achieved many important financial and life goals. But you still have questions. Will you be able to fund a long retirement? How can you provide for future generations? How will you prepare for a strategic exit? For most people, these questions are more pressing than the performance of the economy or the stock market.
At Ina Wealth Management Group, our primary focus is helping you feel more confident about your financial future. We employ a disciplined wealth planning process that seeks to address your most important goals, including educating your children, generating lifetime income and leaving a legacy for your heirs. In everything we do, your best interests come first.
Our team has over three decades of experience managing wealth for business owners, entrepreneurs, executives and other high net worth individuals. We work with an extended network of tax, legal and insurance professionals, both at UBS and within our community. You can depend on us to address all aspects of your situation with knowledge and care.
Ina Wealth Management Group
615-721-4905
858-947-7991
888-845-5762
6100 Tower Circle
Suite 100
Franklin, TN 37067
“During my childhood, my family experienced significant financial challenges. I never want this to happen to my clients, so I dedicate
myself to their well-being.”
— Rich Ina
Are you retirement ready?
Seven questions to ask yourself.
Richard Ina has been recognized as an industry leader
- Forbes Best-In-State, Wealth Advisors, 2020, 2021
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Holistic wealth planning
We believe that face-to-face, personalized consultations are the best way to deliver comprehensive wealth management. Our team will ask you about your values, interests and priorities. We’ll present different scenarios for pursuing your short- and long-term goals, and protecting against the unforeseen. And we’ll work with your tax and legal advisors to design a wealth transfer plan that reflects your wishes.
Our service puts you first
Are you on track to achieve your goals? What do you need to know about the current market environment? When will you be able to view funds in your account? Our goal is to anticipate your needs and questions, proactively reaching out to keep you up to date.
Social Security. Demystified.
Did you know that there are many different ways to take Social Security benefits? And the difference in income can be substantial over the course of your retirement. Our team understands the ins and outs of Social Security and Medicare planning. We can help you maximize the benefits you have coming to you.
Access to the depth of UBS
As a client of Ina Wealth Management Group, you can draw on the resources, thought leadership and experience of one of the world’s largest wealth managers. With a footprint in more than 50 countries, UBS meets the sophisticated needs of wealthy families around the globe.
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