Cornerstone Wealth Management

Carmichael Creel Investments is a well-established investment advisory firm based in Franklin, TN, with over 30 years of experience in providing comprehensive portfolio management services to individuals, corporations, trusts, and retirement accounts across the United States. Founded by Claude Carmichael CFA, a seasoned Wall Street veteran, the firm specializes in tailoring investment strategies to meet the unique needs of each client, utilizing a diversified mix of equity, fixed income, and short-term cash investments. With a strong emphasis on personalized advice and custom portfolio management, Carmichael Creel Investments offers a range of financial services, including individualized investment management for individuals, retirement accounts, trusts, pension plans, and corporations. Their dedicated team of professionals ensures that each client's portfolio is invested in accordance with their specific requirements and the firm's investment philosophy, aiming to help clients achieve their financial goals.Generated from the website

Although our firm's formal founding was in August 2022, our legacy has been built by our founder, Meredith Flautt, and over 40 years of his experience. Our team is the means by which we will continue the work Meredith began and grow it into the future. Jonathan Farrell joined Meredith in his pursuit of growth for his clients and serves as a key leadership figure, along with his title as Director of Retirement Plan Services. Our team is guided by the principles of teamwork and collaboration to ensure that our clients' needs are met. This is embodied by our team’s makeup, where different members of our team have areas of expertise that complement each other.