Misty Waters Petak

Wealth Management Advisor|M.S., CFP®, CLU®, RICP®

1600 Division St Ste 400, Nashville, TN 37203

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Own Your Financial Future

Innovative Ideas for Long-Term Wealth

We understand that when it comes to managing your finances, there can be plenty of questions and if you’ve done any homework it can feel like there are plenty of different answers out there. You want to feel confident and informed to make the right choices for YOU. Whether you have a clear vision of how you want your life to look, both now and in the future, or you need someone to show you the possibilities with an organized path to achieve those goals, we’re here to help.

We're passionate about finances and the people we serve.

We live, breathe and geek out over finances so you don’t have to! That’s why we’re here – to help take the stress out of doing it on your own.

A truly supportive financial planner and advisor does more than just retirement planning or managing investments. They get to know you – where you want to go in life and what legacy you want to leave behind. They partner with you to help you live the life you want today while safeguarding and planning for your future.

That’s where we come in.

Whether you're just getting started, looking to grow your wealth, plan for retirement or college, protect your assets, or leave a legacy, we've got you covered.

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As we work with our clients, we stay curious about your desires and circumstances so that we can ensure your plan stays relevant to what is important in your life as your unique needs change. Having a planner allows you to rest knowing you have a plan in motion that is protecting you and helping you grow so that you can enjoy a life you love, with those you love.

We strive to provide clients with the latest financial tools and technology that can support them in managing their finances more efficiently. Our team then helps you effectively utilize these tools to manage your finances. We believe that with the right tools and expertise, you can make informed financial decisions that help you achieve your goals faster and more efficiently.

Your finances should feel empowering, not intimidating. We're passionate, we think outside of the box, and we are dedicated to making you feel cared about and confident in your financial life. Let us be the financial professionals in your corner! We're here to help you every step of the way!