Helping Clients Stay the Course
The advisors at the Peterman Wealth Team oversee financial matters for families in Franklin, Tennessee, and the surrounding areas. Our services provide guidance and comfort to our clients in the same way a lighthouse guides a ship on the open seas.
About Us
While we have decades of experience, we’re constantly learning about new financial strategies, investment options, and tax policies. We enjoy educating our clients about the best approaches they can take to accumulating wealth and using it wisely. We know our clients are able to make the strongest decisions for the future when they understand their options. We bring our years of knowledge and our earnest advice to explain those options in a clear, concise, and unbiased manner.
We’re committed to helping our clients have the confidence to retire comfortably and plan for a conservative, debt-free life. Confidence, calmness, and peace comes from having a plan. We want all our clients to experience the independence and freedom that successful financial planning can provide.
Meet Our Team
Learn more about each of the dedicated members of the Peterman Wealth Team.
Rich Smith
Senior Executive Vice President, SageSpring | Founder & Emeritus Wealth Advisor, Peterman Wealth Team | Financial Professional, RJFS
Kelly Lynch
Client Services Associate, SageSpring Wealth Partners | Client Services Associate, RJFS
Taylor Kelchner
Client Services Associate, SageSpring Wealth Partners | Client Services Associate, RJFS
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
Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Phone Number
615.861.6124
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