Compassionate. Competent. Consistent.
Our goal is simple: helping you achieve your version of financial freedom. With over two decades of experience in investment and financial planning, we understand there is no cookie-cutter process to creating and maintaining a financial plan. It takes trust, education, discipline and ongoing monitoring. Our hope is that, through this process, you are empowered to move forward through life’s various stages with financial confidence.
Recognized Among Tennessee’s Top Workplaces
About Us
Building a solid financial plan begins with our team understanding your why. To accomplish this, we actively listen to gain insight on what’s most important to you and what you would like to accomplish. With this information, we will collaborate to create a goals-based “roadmap”.
The fiduciary standard of care requires that we design a plan and make recommendations with your needs and goals at the forefront. Once our “roadmap” is in place, we continuously review, offer feedback and provide guidance to help you stay on track as life twists and turns.
There is a lot of noise out there when it comes to investing. We adopt a holistic approach that extends beyond investing to help you consider college tuition costs, estate planning life insurance, long-term care needs, tax efficiency, and more. We want to help you better understand how each of these areas intersect and play a role in your overall plan. Our financial team is compassionate about our client’s personal well-being, competent in designing and implementing creative financial solutions, and consistent in customer service and follow-up. We welcome the opportunity to learn more about you and discuss your financial needs.
Meet Our Team
Learn more about each of the dedicated members of the Jones Wealth Team.
Our Services
Through our comprehensive wealth planning services, the Jones Wealth Team is equipped with the expertise and knowledge to guide you with customized financial planning needs—from retirement to tax planning to charitable giving and more.
Retirement Planning
Wealth Management
Charitable Giving Strategies
Estate Planning
Tax-Efficient Investing
College Planning
Insurance Planning
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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Our Location
Franklin Office
701 Cool Springs Boulevard, Suite 500
Franklin, TN 37067
615.861.3518
Recent Insights
Living Intentionally: A Financial Plan That Reflect Your Values
Most of us can list our core values—for example, faith, family, and legacy—but if a bank statement were the only record of those convictions, what story would it tell? The practice of living intentionally can
What’s Driving Your Financial Decisions? Reclaiming Purpose in Stewardship
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Money Isn’t the Goal: Aligning Financial Plans With What Matters Most
Society often treats financial success as a fixed destination—a specific net worth or a magic number that promises security. We’re conditioned to believe that once we cross that threshold, peace will naturally follow. However, for
How High Earners Could Maximize Their Retirement Savings: Strategies for Building Long-Term Financial Confidence
Conventional retirement wisdom often emphasizes maximizing 401(k) and IRA contributions. While essential, these traditional strategies quickly hit IRS limits and income-based phaseouts, creating a wealth accumulation gap for professionals whose income exceeds standard thresholds. But
