Tim Pagliara, founder, chairman and CIO of the Middle Tennessee-based firm CapWealth, was named 2021 Forbes Best in State for the third time.
Forbes publishes the top advisors’ rankings annually. The research methodology is based on several criteria, including in-person interviews, industry experience, compliance, revenue produced and assets managed.
“It’s a privilege being recognized for our hard work here at CapWealth,” Pagliara said. “We pride ourselves in listening to our clients and understanding their needs. The Forbes announcement is continued recognition that we are providing excellent client care.”
The Forbes Best in State recognition is one of the highest honors for an advisor. Over 32,000 people were nominated, with only a select few named. Pagliara received this award for the first time in 2018, along with Barron’s magazine No. 1 Financial Advisor in Tennessee, marking the first time a Tennessee financial advisor has ever been ranked No. 1 in the state by both publications simultaneously. He previously earned the top spot in Barron’s annual state-by-state ranking six out of the previous seven years.
Pagliara formed CapWealth in early 2000 after nearly 20 years of experience in the financial industry. In 2014, the firm trademarked the term Provable Integrity®, which describes CapWealth’s transparent approach to wealth management and sets the standards for the firm’s compliance with Global Investment Performance Standards (GIPS®).
CapWealth is based in Franklin and provides wealth management services, including investment advice, personal financial planning and portfolio management to individuals, families, foundations and endowments. CapWealth specializes in preserving, growing and distributing assets over their clients’ lifetimes.
With $1 billion in assets under advisement, the firm is one of the nation’s leading independent wealth managers. For more information, visit www.capwealthgroup.com.