WEALTH MANAGEMENT | ESTATE PLANNING  

INVESTMENTS | RETIREMENT PLANNING

We help our clients

grow and protect their

most important assets.

Smart investing because you have 

more important things to do.

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www.steadfastwealth.com

WEALTH MANAGEMENT |  ESTATE PLANNING |  INVESTMENTS |  RETIREMENT PLANNING

STEADFAST PRIVATE WEALTH MANAGEMENT  |  6 CADILLAC DRIVE, SUITE 310  |  BRENTWOOD, TN 37027  |  615-720-8948

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Steadfast Private Wealth Management and VCM are independent of one another. 

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.

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OUR SERVICES

We have the expertise to 

guide you to a successful future one step at a time.

Our unique approach to your

growth begins with getting to know you and understanding your needs.

Our unique approach to your

growth begins with getting to know you and understanding your needs.

We have the expertise to 

guide you to a successful financial future one step at a time.

Meet the president of our company, James D Webb.

From the farm to the city, no matter where you roam, 

you can rest assured that your finances are in good hands.

At Steadfast Private Wealth Management we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in a position to approach such challenges with experience and skill.


At Steadfast Private Wealth Management, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service.


We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.


As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations.


Our independence and objectivity allows us to provide our clients with the commitment that they deserve. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

www.integrityretirementgroup.com  |  615-720-8948

www.integrityretirementgroup.com  |  615-720-8948

www.integrityretirementgroup.com  |  615-720-8948

www.integrityretirementgroup.com  |  615-720-8948

www.integrityretirementgroup.com  |  615-720-8948

www.integrityretirementgroup.com

 615-720-8948

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Steadfast Private Wealth Management and VCM are independent of one another. 

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.

Our unique approach to your growth begins with

getting to know you and understanding your needs.

With great power comes great responsibility, and at Steadfast Private Wealth Management we understand that our clients have asked us to give them direction and help them navigate their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.


Communication is the cornerstone of a trusting relationship and at Steadfast Private Wealth Management we recognize that this is what provides our clients with the peace of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs and creating a plan that fits you best.


In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At Steadfast Private Wealth Management, it is our goal to put your mind at ease with some simple proven money management strategies. Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.

www.integrityretirementgroup.com  |  615-720-8948

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Steadfast Private Wealth Management and VCM are independent of one another. 

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.

Meet the president and CEO of 

Integrity Retirement Group, Jeremy Threlkeld.

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CONTACT JEREMY

www.integrityretirementgroup.com  |  615-720-8948

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Steadfast Private Wealth Management and VCM are independent of one another. 

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.

Steadfast Private Wealth Management was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule a free financial assessment and consultation, contact us today.

Retirement Planning

We start by analyzing your retirement goals and looking at every avenue that can provide you with a secure retirement income. Stocks, bonds, mutual funds, real estate, debt, tax implications, cash flow (income and expense) current life insurance and annuity policies, and defined-benefit plans (e.g. social security, traditional pensions) will be analyzed on your behalf.


Estate Planning

We will assist you in developing a comprehensive plan to pass your assets on to future generations. We work closely with Elder Law Attorneys to discuss wills, trusts, beneficiaries, powers of attorney and other documents in an effort to maximize the value of your estate while reducing taxes and other expenses.


Annuities

Should you consider investing in an annuity? If so what type? Fixed annuity, variable annuity, fixed indexed annuity? One of the keys to annuities is to invest in the ones that work the best for you and your family. We work with over 30 insurance carriers that provide many different types of annuities to help our clients reach their goals.


Stocks and Mutual Funds

We are able to offer stocks and mutual funds to your investment portfolio. Whether it is an income stock that provides a dividend or the purchase of common stock to hold and sell or pass on to a future generation, the right stocks or mutual funds may help you reach your financial objectives.

Steadfast Private Wealth Management can assist 

you in every aspect of your financial life.

www.integrityretirementgroup.com  |  615-720-8948

Life and Health Insurance

Insurance is a key component of financial planning. Our licensed life and health insurance agents will help you decide the right type and coverage for your insurance policies. There are many life insurance policies available today that not only offer a death benefit when you pass but can be used to withdraw tax free income in retirement or pay for long term care.


Individual Retirement Accounts (IRA)

IRAs are tax-deferred or tax-free ways of saving for retirement. You can choose from traditional IRAs, Roth IRAs, and 401k rollover options. Integrity has products from hundreds of providers to help you select the type of IRA that best fits your needs.


Savings and Cash on Hand

Emergencies and urgent circumstances may require access to additional funds. As part of our service, Integrity will analyze your individual, marital and family situation and advise you on the best cash management plan to maximize your investment dollars while maintaining sufficient cash on hand.


*Fees may apply. Not part of the underlying contract value, available in a lump sum or cash surrender, or part of the death benefit calculation used to Calculate Lifetime Income Payments. Guarantees based on the claims paying ability of the issuer. Certain fees and limitations may apply. May not be suitable for all investors.


TO LEARN MORE ABOUT OUR SERVICES, CONTACT US.

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Steadfast Private Wealth Management and VCM are independent of one another. 

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.

SCHEDULE A FREE CONSULTATION

We are here to serve you.

Contact us here anytime.

Contact us here anytime or feel free to give us a call. We look forward to getting to

know you and help you with proven methods and ideas now and into your financial future.

www.integrityretirementgroup.com  |  615-720-8948

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Steadfast Private Wealth Management and VCM are independent of one another. 

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.

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INTEGRITY RETIREMENT GROUP   

6 CADILLAC DRIVE, SUITE 310  BRENTWOOD, TN 37027

615-720-8948

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Integrity Retirement Group and VCM are  independent of one another. No part of this communication should be construed as an offer to sell any security or

 provide investment advice or recommendation.