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//About Independent Guidance, Built Around You.

//Who We Are Built On Trust. Guided By Purpose.

//Who We Are Built On Trust.
Guided By Purpose.

At Wakefield Venture Group, we believe managing significant wealth requires an approach rooted in objectivity, discipline, and personal connection. Established with a commitment to high-touch service, our practice serves pre-retirees, retirees, and business leaders across Tennessee and beyond.

Our team brings deep financial perspective to every relationship. We focus on simplifying complex financial landscapes, guiding you through major transitions, and helping you build a legacy structured around your core values.

// What We Believe The Values That Guide Every Conversation

Our commitments to clarity, ongoing communication, and structured management form the core of our advisory approach.

//01 Integrity

Objective advisory services centered on keeping your financial objectives at the heart of every strategy.

//02 Reliability

Disciplined execution and persistent monitoring to support your long-term wealth strategy over time.

//03 Trust

Relationships built on active listening, clear guidance, and regular communication through every economic cycle.

// 04 Partnership

Collaborative planning that coordinates with your CPA, legal team, and other key professionals.

// Meet The Team The people Behind
Wakefield Venture Group.

Our multidisciplinary team brings extensive experience across portfolio management, retirement strategy, and business transitions. We work closely with you to deliver a streamlined wealth management experience tailored to your balance sheet.

Chris Wakefield

Chris Wakefield

Wealth Advisor

Hugh Gebhardt

Hugh Gebhardt

Financial Advisor

Keri Litchford

Keri Litchford

Client Services Manager

Lori Wakefield

Lori Wakefield

Operations/Client Relations

Pamela Fitzpatrick

Pamela Fitzpatrick

Financial Planner

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

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