We believe that informed and unbiased decision-making is the cornerstone of confidence in your financial future. By providing you with a comprehensive analysis, we empower you to navigate complexities with clarity and assurance. Our goal is to equip you with the insights and strategies necessary to embrace your future boldly, ensuring that each step you take is aligned with your vision for lasting achievement.
Together, we forge a path toward a prosperous tomorrow, where your financial wellbeing is not just a goal, but a reality.
Meet The Team
Our passionate and diverse team of experienced professionals acts as your conductor to harmonize all areas of financial and business planning. We are dedicated to helping you, your business, and your family make informed decisions about your assets that safeguard–and strengthen–your future.
Meet Our Founder
Jason Weiss
Founder
Jason Weiss is a seasoned professional with over 25+ years of legal and business experience, specializing in consulting both public and private companies and individuals, as well as judicial and governmental agencies. Originally from the Northern California area, Jason now resides in Franklin, Tennessee, where he continues to forge significant connections within the business world.
After graduating with honors and earning the Order of the Coif in law school, Jason began his career as a law clerk for two appellate courts, gaining invaluable insight into the judicial process. This experience led him to the United States Attorney’s office during the Janet Reno administration, where he honed his skills in public service.
Transitioning to the private sector, Jason took on the role of in-house counsel for a prominent Silicon Valley technology company, where his leadership was instrumental in guiding the company through its IPO and subsequent buyout by a top 5 accounting firm. His ability to connect people played a crucial role in these pivotal moments.
After this exit, Jason founded and became CEO of Symphony Advice, a large consulting firm assisting prominent families, business owners, entrepreneurs, and executives in navigating the complexities of their legal, tax, financial, and insurance affairs. This success was not just about numbers; it was about the relationships he built and nurtured along the way.
With a diverse background in law, technology, and business, Jason advises individuals and companies through a myriad of opportunities. Jason is praised for his objectivity, breadth of knowledge, and the trust-based relationships he cultivates with his clients.
Among the several companies that Jason has founded, in 2017 he became CEO of Symphony Six, where he continues to expand his professional connections and share his expertise with industry leaders. His passion for connecting people shines through in his commitment to advising and mentoring executives nationwide, empowering them to become trailblazers in their respective fields.
Outside of his professional endeavors, Jason cherishes time spent with his family and exploring the vibrant Franklin community. His core talents lie in his ability to ask insightful questions, identify opportunities, and inspire others to reach their full potential. With a commitment to excellence and a passion for leadership development, Jason Weiss continues to make a lasting impact on the business landscape through the connections he fosters and the lives he transforms.
FAQ’s
We serve successful, high-achieving individuals, business executives, and entrepreneurs who need expert guidance in preparing for what comes next, whether it’s succession planning, an exit strategy, expansion, or retirement. Our clients have often collected multiple advisors over time, which can cause confusion and disorganization; we provide clarity by ensuring all aspects of their business and financial planning are working together in their favor.
There’s no other firm that does what we do. Period. We stand apart because we don’t just provide advice—we take the full picture of your financial, estate, and tax planning into account before delivering tailored guidance. Unlike traditional financial firms, we don’t sell products or push solutions that benefit us; we offer unbiased guidance that serves your long-term goals. In short, other firms have their own priorities, whereas we make your success our priority.
Please set up a meeting with us by filling out the form here. A member of our team will be in touch shortly and will guide you to your next steps. We look forward to connecting with you.