About

Garrett is a Senior Vice President and Financial Advisor with Wealth Enhancement specializing in crossborder, international, and expatriate financial planning for U.S. citizens, global professionals, and internationally mobile families. He works with clients who live, work, or invest across multiple countries and require coordinated strategies that address U.S. and international tax considerations, crossborder investment management, retirement planning, and estate planning complexities.

 Garrett provides comprehensive advice to families, business owners, and executives, helping them navigate retirement planning, investment management, business valuation, exit planning, and advanced estate and trust strategies. His approach is particularly wellsuited for expatriates, globally connected business owners, and families with international assets, where disciplined coordination and longterm structure are essential.

 An Army veteran, Garrett brings a disciplined, strategic mindset to financial planning. His military background shapes a methodical and riskaware approach, aligning financial decisions with both nearterm goals and long-term.

 Garrett works with clients across the United States and internationally, frequently advising individuals with crossborder income, international real estate, foreign investment accounts, or plans to relocate abroad. His experience allows him to collaborate effectively with CPAs, attorneys, and international specialists to ensure planning strategies remain compliant, coordinated, and optimized.

Garrett resides in Nashville, Tennessee, and spends time at his home in Orlando, Florida. He and his wife, Alyssa, have one son, Mattix. Outside of work, Garrett enjoys reading, exercise, and family time. He also serves on the board of the Music City Children’s Museum in Nashville.

Education

  • MBA, Finance & Accounting, Belmont University (Nashville)
  • BS, Business Administration, Post University

Resources from Garrett Sorensen

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