^{Independent Wealth · Cookeville, Tennessee}

Wakefield Venture Group

Fee-Only Fiduciary • No Commissions • Retirement & Tax Planning Focused

Where do you want to go? We'll get there, together.

Wakefield Venture Group is a fee-only fiduciary firm helping pre-retirees and retirees create dependable income, reduce lifetime taxes, and make confident financial decisions. We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, preserve, and conserve our clients’ wealth by delivering a high level of personalized service and experience.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

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About Us

Our staff consists of experienced professionals with a "hands on" approach to financial guidance.

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Our Services

We operate our business with ethics and integrity.

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Meet Our team

We're prepared to guide you through life's transitions.

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Resources

Let's talk about your investment strategies.

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^{What We Do}STRATEGIC WEALTH MANAGEMENT DESIGNED FOR LIFE'S MAJOR MILESTONES.

Our services address every key facet of your financial life. We provide comprehensive planning designed to help preserve capital, optimize tax strategies, and support smooth transitions into retirement.

⁰¹ FINANCIAL PLANNING

Comprehensive financial planning structured to align your daily cash flow with long-term capital goals.

⁰² RETIREMENT PLANNING

Targeted distribution and accumulation strategies structured to support your lifestyle throughout retirement.

⁰³ PORTFOLIO MANAGEMENT

Disciplined investment frameworks focused on balancing growth objectives with disciplined risk management.

⁰⁴ ESTATE & LEGACY

Structured legacy planning aimed at facilitating asset transfers and supporting multi-generational wealth.

⁰⁵Business Owner Guidance

Exit strategies, succession planning, and corporate asset structuring designed for business owners.

⁰⁶ Tax Efficient Strategies

Proactive tax-aware approaches intended to manage liabilities across taxable and tax-deferred accounts.

⁰⁷ RISK MANAGEMENT

Targeted portfolio protection strategies designed to shield assets against unexpected market volatility.

⁰⁸CAPITAL PRESERVATION

Conservative capital management strategies focused on stability for high-net-worth investors.

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^{OUr Story}Built on trust.
Rooted in Tennessee.

Established with a commitment to integrity and community, Wakefield Venture Group brings an authoritative yet personal perspective to wealth advisory. We prioritize long-term client relationships built on clear communication.

Our firm serves pre-retirees, retirees, and business leaders throughout Tennessee and beyond, offering tailored advisory services grounded in decades of collective experience.

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^{Meet The Team}EXPERIENCED ADVISORS DEDICATED TO YOUR FINANCIAL CLARITY

Our team brings specialized knowledge across portfolio management, retirement planning, and business advisory. We collaborate closely with you and your key advisors to deliver a streamlined wealth planning experience.

MEET THE TEAM

^{HOw We Work}A SIMPLE, TRANSPARENT PATH
FROM FIRST CALL TO ONGOING PARTNERSHIP

We follow a structured three-step process designed to understand your priorities, implement tailored strategies, and keep your roadmap aligned as your goals evolve.

^01. Discover

We review your complete financial landscape, risk tolerance, tax situation, and primary objectives.

^02. Plan

Our advisors formulate customized investment and wealth strategies aligned with your specific timeline.

^03. Grow

We implement your strategy and provide continuous monitoring to adapt as market conditions shift.

^{Independent Wealth · Cookeville, Tennessee}

Wakefield Venture Group

Where do you want to go? We'll get there, together.

About Us

Our Services

Meet Our team

Resources

^{What We Do}STRATEGIC WEALTH MANAGEMENT DESIGNED FOR LIFE'S MAJOR MILESTONES.

⁰¹ FINANCIAL PLANNING

⁰² RETIREMENT PLANNING

⁰³ PORTFOLIO MANAGEMENT

⁰⁴ ESTATE & LEGACY

⁰⁵Business Owner Guidance

⁰⁶ Tax Efficient Strategies

⁰⁷ RISK MANAGEMENT

⁰⁸CAPITAL PRESERVATION

^{OUr Story}Built on trust.
Rooted in Tennessee.

^{Meet The Team}EXPERIENCED ADVISORS DEDICATED TO YOUR FINANCIAL CLARITY

^{HOw We Work}A SIMPLE, TRANSPARENT PATH
FROM FIRST CALL TO ONGOING PARTNERSHIP

^01. Discover

^02. Plan

^03. Grow

^InsightsPerspective worth sharing on the topics that matter most.

^ResourcesPlan, learn,
and stay informed.

⁰¹

Article: Saving for retirement

⁰²

FAQ: Frequently asked questions

⁰³

Client Portal: Secure login to your account information

^{Have a Question?} Start a conversation today and let's plan your long view.

Independent Wealth · Cookeville, Tennessee

Wakefield Venture Group

Where do you want to go? We'll get there, together.

About Us

Our Services

Meet Our team

Resources

What We Do STRATEGIC WEALTH MANAGEMENT DESIGNED FOR LIFE'S MAJOR MILESTONES.

01 FINANCIAL PLANNING

02 RETIREMENT PLANNING

03 PORTFOLIO MANAGEMENT

04 ESTATE & LEGACY

05Business Owner Guidance

06 Tax Efficient Strategies

07 RISK MANAGEMENT

08CAPITAL PRESERVATION

OUr Story Built on trust.Rooted in Tennessee.

Meet The Team EXPERIENCED ADVISORS DEDICATED TO YOUR FINANCIAL CLARITY

HOw We Work A SIMPLE, TRANSPARENT PATH FROM FIRST CALL TO ONGOING PARTNERSHIP

01. Discover

02. Plan

03. Grow

Insights Perspective worth sharing on the topics that matter most.

ResourcesPlan, learn,and stay informed.

01

Article: Saving for retirement

02

FAQ: Frequently asked questions

03

Client Portal: Secure login to your account information

Have a Question? Start a conversation today and let's plan your long view.

^{Independent Wealth · Cookeville, Tennessee}

^{What We Do}STRATEGIC WEALTH MANAGEMENT DESIGNED FOR LIFE'S MAJOR MILESTONES.

⁰¹ FINANCIAL PLANNING

⁰² RETIREMENT PLANNING

⁰³ PORTFOLIO MANAGEMENT

⁰⁴ ESTATE & LEGACY

⁰⁵Business Owner Guidance

⁰⁶ Tax Efficient Strategies

⁰⁷ RISK MANAGEMENT

⁰⁸CAPITAL PRESERVATION

^{OUr Story}Built on trust.
Rooted in Tennessee.

^{Meet The Team}EXPERIENCED ADVISORS DEDICATED TO YOUR FINANCIAL CLARITY

^{HOw We Work}A SIMPLE, TRANSPARENT PATH
FROM FIRST CALL TO ONGOING PARTNERSHIP

^01. Discover

^02. Plan

^03. Grow

^InsightsPerspective worth sharing on the topics that matter most.

^ResourcesPlan, learn,
and stay informed.

⁰¹

⁰²

⁰³

^{Have a Question?} Start a conversation today and let's plan your long view.