Education. Service. Confidence.
Our mission is to build relationships founded on education, developed through service, and resulting in continuous financial confidence. Actions speak louder than words, and we strive to implement this mission in every interaction with our valued clients.
About Us
We build relationships. Our ultimate goal is to become a meaningful part of our clients’ lives. Their financial profile is just a part of the larger picture. We seek to understand the whole person, as well as their financial dreams, goals, and plans.
We’re founded on education. We’re teachers at heart, and the desire to educate underlies our ongoing work with clients. We help remove the mystery of capital markets and empower our clients with the knowledge and strategies to achieve their financial goals.
We develop through service. We’re always prompt and accurate in our processes, and we value the deep connections that can come from offering excellent service. We do our utmost to exceed client expectations by providing truly outstanding client services.
We facilitate financial confidence. As we educate our clients and develop the relationship through good service, the end result is continuous financial confidence.
We provide personal income solutions to help you address your needs today and to meet your long-term financial objectives. We’re a dedicated team working with a small group of clients so that we can bring our very best to each individual. If this type of partnership would support your financial goals, please reach out to us to schedule a conversation.
Meet Our Team
Learn more about each of the dedicated members of the Nail Wealth Team.
John Nail
JR. CFP®, CHFC®, CASL®, CAP
Senior Executive Vice President, SageSpring
Summer Stroud
Client Services Associate, SageSpring | Branch Associate, RJFS
What to expect at an appointment
Step 1
We get to know you
Step 2
We are transparent
Step 3
We work to understand your goals
Step 4
We introduce you to our tools
Step 5
We create a lasting relationship
Our Wealth Planning Services
Through a variety of wealth planning services, our team has the knowledge and expertise to guide you in almost every aspect of financial planning. Below is a comprehensive list of our wealth planning services.
Retirement Income Planning
Tax-Integrated Planning
Financial Planning
Investment Planning
Take the worry out of financial planning and know that our team is continuously reviewing any potential risks to your portfolio.
Contact the Nail Wealth Team
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Our Location
Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Phone Number
615.861.6116
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