CapWealth Welcomes Dean Shahan as Executive Vice President and Financial Advisor

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FRANKLIN, Tenn.--(BUSINESS WIRE)--Jul 24, 2025--

CapWealth, a leading $1.9 billion RIA, is thrilled to announce the addition of Dean Shahan, CFP®, as Executive Vice President and Financial Advisor. Shahan brings depth to the firm’s advisory team with a background in advising families by taking a detailed and analytical approach toward complex financial situations. His arrival underscores CapWealth’s dedication to anticipating the priorities of high-net-worth individuals and delivering an individualized wealth management experience.

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Dean Shahan, CFP®, executive vice president and financial advisor at CapWealth

Shahan joins CapWealth from SageSpring Wealth Planners, where he advised high-net-worth and ultra-high-net-worth families through comprehensive financial planning. His areas of expertise include risk management, investment strategy, tax planning, retirement, estate, and education planning.

“At CapWealth, our focus has always been on delivering meaningful outcomes for our clients through trusted relationships and sound financial guidance,” said Tim Pagliara, Founder and CIO of CapWealth. “We’re excited to welcome Dean to our team. His fresh perspective and forward-thinking approach will strengthen our capabilities and elevate our client service.”

Shahan’s addition enhances CapWealth’s ability to deliver proactive, multi-dimensional planning tailored to each client’s full financial picture. He is known for his holistic, relationship-driven approach and a deep passion for ensuring families are protected at every stage of life. His consultative style aligns closely with CapWealth’s mission to provide clarity, continuity, and confidence to the families it serves.

“Throughout my career, I’ve found great purpose in helping individuals and families reach their financial goals,” said Shahan. “What drew me to CapWealth was the firm’s strong culture of client care and its commitment to comprehensive planning. CapWealth goes beyond traditional wealth management, taking a deeper approach that aligns with how I believe clients should be served. I am excited to have a shared vision for how we work with clients: thoughtfully, thoroughly, and with a long-term view of their financial lives.”

Shahan is a native of Nashville, Tenn., and holds a BBA in finance from the University of Tennessee.

About CapWealth

CapWealth is an independent, SEC-registered investment advisor and multifamily office in Franklin, Tenn., with $1.9 billion in assets under management. Committed to helping individuals and families build and preserve their wealth, CapWealth provides personalized, fiduciary advice and portfolio management rooted in transparency.

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CONTACT: Acacia Aster Broder

Gregory FCA for CapWealth

[email protected]

484-881-2035

KEYWORD: UNITED STATES NORTH AMERICA TENNESSEE

INDUSTRY KEYWORD: FINANCE CONSULTING BANKING ACCOUNTING PROFESSIONAL SERVICES

SOURCE: CapWealth

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PUB: 07/24/2025 09:00 AM/DISC: 07/24/2025 09:01 AM

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