Brett Whitley - Sr. Partner & Sr. Private Wealth Advisor at Blue Trust

Brett Whitley - Sr. Partner & Sr. Private Wealth Advisor at Blue Trust Helping clients make better financial decisions, live generously, and leave a lasting legacy.

The best financial conversations are rarely just financial.They're conversations about marriage. Family dynamics. Fear. ...
05/26/2026

The best financial conversations are rarely just financial.

They're conversations about marriage. Family dynamics. Fear. Responsibility. What a couple is hoping to leave behind, and what they're afraid of leaving behind.

Money has a way of surfacing what people care about most deeply — and what they're most uncertain about.

That's why trust matters so much in this work. Without it, the real conversations never start. With it, the spreadsheet becomes the easy part.

Since 2019, Blue Trust clients have given more than $2 billion to charity. I know what that number actually represents ...
05/20/2026

Since 2019, Blue Trust clients have given more than $2 billion to charity.

I know what that number actually represents — the late-night conversations about what really matters, the time and prayer poured into plans and decisions around stewarding wealth, and more. It's clients who wrestled with how much is enough and decided to give the rest away. It's generosity I've gotten to witness up close.

This is one of the most rewarding things I get to celebrate with my clients as they steward what God has put in their hands for His glory and purposes.

When people get organized, clear, and moving toward God’s vision for their future, they are freed up to be more generous.

Awesome milestone.

This year in Mexico! 🌎 . As a wealth advisor to families, one of the highlights and privileges I have every year is l...
02/22/2025

This year in Mexico! 🌎 .

As a wealth advisor to families, one of the highlights and privileges I have every year is leading family meetings for my clients.

My wife and I just returned from one I have been hosting annually with the next gen members of a multi-generational / multi-family client. This annual G3 Forum is made up of cousins (and their spouses) in the 3rd generation of their family ranging in ages 30-44 (a total of 15).

In addition to the work of the G3 throughout the year, these weekends are designed to continue the intentional journey of preparing them to steward the family’s wealth, and their heritage, values, and generosity. It was an incredible time of connection, growth, working on family (not just the business), and having some fun!

It’s always a fresh reminder of how valuable and necessary it is for families to have an intentional plan for communicating and training up the next generation. Big thanks to from Plenitude Partners for co-laboring to help make it a success!

I love the complexities of financial planning, tax, investments, estate, trust, charitable, and overall family CFO services that come with serving high net worth families. But this aspect of my role in facilitating family meetings with parents/kids, and working with the next generation of families to see them flourish is definitely one of the greatest joys.

Here are a couple key truths I have experienced with this over my career:

1) if there is only a plan for the wealth, and not for the family well-being, the well-being of the family will suffer. Your wealth and legacy are only as secure as your family is secure.

2) “to the extent there is wealth and no intentional communication around it, it is tantamount to withholding affection from your kids” - from our chief mission officer at BlueTrust .

There are a lot of fears and reasons families wait or don’t ever have these conversations.

You will either have these conversations around the table with your kids, or if not, then sadly around the coffin (without you).

Join the list of families choosing the table.

In a recent blog, our investment team explores rising unemployment and analyzes whether or not the economy is moderating...
08/08/2024

In a recent blog, our investment team explores rising unemployment and analyzes whether or not the economy is moderating or nearing a recession. Check it out here: https://yip.sh/5cd01ec2

Our approach to wealth management isn’t just about numbers; it’s about your purpose and mission in life (your “why”)! We...
08/02/2024

Our approach to wealth management isn’t just about numbers; it’s about your purpose and mission in life (your “why”)! We work with you to determine how much is enough so you can hold your resources with an open hand and leave a lasting legacy.

How do you teach children to be wise with money? Check out our latest blog to learn how you can use an allowance to teac...
08/01/2024

How do you teach children to be wise with money? Check out our latest blog to learn how you can use an allowance to teach kids the essentials of giving, saving, and spending wisely! https://yip.sh/cba7aebc

Happy National Interns Day!Tomorrow marks the final day of the Blue Trust summer internship and I want to give a huge th...
07/25/2024

Happy National Interns Day!

Tomorrow marks the final day of the Blue Trust summer internship and I want to give a huge thank you to our incredible 27 interns who made this summer unforgettable!

New podcast! Guests Suzy and Gio Llerena (former chaplain for the Tampa Bay Rays) discuss how to build marriages strong ...
07/20/2024

New podcast! Guests Suzy and Gio Llerena (former chaplain for the Tampa Bay Rays) discuss how to build marriages strong enough to withstand cultural pressures and the demands of life. Listen now: https://yip.sh/3df55db3

Despite concerns over monetary easing, inflation, increased government spending, AND ongoing geopolitical events, the U....
07/18/2024

Despite concerns over monetary easing, inflation, increased government spending, AND ongoing geopolitical events, the U.S. economy and stock market have remained resilient. Check out our investment strategy group’s take on recent trends and circumstances contributing to our view of current and future opportunities. https://yip.sh/c0e9147f

We have a rare and exciting opportunity available at our firm! We are seeking a Chief Operating Officer to partner with ...
07/11/2024

We have a rare and exciting opportunity available at our firm! We are seeking a Chief Operating Officer to partner with us in shepherding this incredible, faith-driven organization.
 
You may not know, but we serve over 10,000 families, manage close to $15 billion in investment assets, advise on nearly $52 billion of total assets, and have been growing at 19% a year. Our mission is built on biblical principles, guiding clients to make wise financial decisions, experience clarity and confidence, and leave a lasting legacy. 
 
The COO will play a pivotal role in shaping our strategy, optimizing operations, and guiding us toward an even brighter future. This is an opportunity to lead a talented team, influence major decisions, and be part of a transformative journey. We are committed to fulfilling the Great Commission, bringing financial peace of mind to families, helping individuals find their “finish line,” and encouraging generosity. We are eager to see what God has in store for the next decade and beyond. If you or someone you know might be a good fit for this position, let us know!  https://yip.sh/bf988cb1

Address

1000 Health Park Drive, Suite 400
Brentwood, TN
37027

Telephone

+16153732800

Website

http://www.bluetrust.com/

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