Cresset of Nashville

Cresset of Nashville is a Financial Planner in Nashville, TN, located at 1206 17th Avenue South. The firm provides family office and private wealth management services to entrepreneurs, CEO founders, and ultra-high-net-worth families. Its approach centers on holistic financial planning, private investments, tax and estate strategies, trust services, exit planning, and risk management. The firm operates as a client- and employee-owned multi-family office built by entrepreneurs for entrepreneurs. Cresset’s leadership team includes founders Eric Becker and Avy Stein, CEO Susie Cranston, and Founding Partner Doug Regan. The firm serves first-generation wealth creators, multi-generational business owners, athletes, and entertainers through its Cresset Sports & Entertainment division. This division offers bespoke investment portfolios, tax mitigation advisory, and banking support. The firm also manages trust services through Cresset Trust Company, a South Dakota Chartered Public Trust Company, providing discretionary trust services, asset protection trusts, and administrative trustee services. Additionally, the firm supports multi-generational families through The Connable Office, a multi-family office that joined Cresset in 2024. Cresset is frequently recognized as a top advisory firm by Barron’s and Forbes. The firm has earned numerous award recognitions for Top Financial Advisors, Best Multi-Family Office, and Top Advisory Firms. Several advisors have been ranked in Barron’s Top 100 Independent Financial Advisors, Barron’s Top 100 Women Financial Advisors, and Barron’s Top 1,200 Financial Advisor by State. Cresset of Nashville combines deep institutional resources with a personalized, fiduciary approach to help Nashville-area entrepreneurs and families build and protect their wealth.

The firm sits on 17th Avenue South in Nashville, about a tenth of a mile from 16th Avenue South and near South Patio Lawn. It is also close to The Martha Rivers Ingram Commons and Scarritt College.

BizScoreAI gives Cresset of Nashville a Content Quality score of 100 out of 100, meaning the website clearly answers customer questions and provides content that AI assistants can quote directly. The firm also achieves a Technical score of 94 out of 100, ensuring the site is secure and easy for search engines to read without errors. Additionally, BizScoreAI ranks the business number 1 of 12 Financial Planner businesses it has scored in Nashville.