About
Garrett is a Senior Vice President and Financial Advisor with Wealth Enhancement specializing in cross‑border, 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, cross‑border 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 well‑suited for expatriates, globally connected business owners, and families with international assets, where disciplined coordination and long‑term structure are essential.
An Army veteran, Garrett brings a disciplined, strategic mindset to financial planning. His military background shapes a methodical and risk‑aware approach, aligning financial decisions with both near‑term goals and long-term.
Garrett works with clients across the United States and internationally, frequently advising individuals with cross‑border 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
Current Clients
Contact me via email or my team at the top of the page.
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Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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