Helping You Navigate Wealth, Build Legacy, and Live Fully
Legacy isn’t just a plan, it’s a life well-lived — and well-guided.
You’ve worked hard to get to where you are today. At the Sircy-Hurd Wealth Team, we understand that managing your wealth is deeply personal and often complex — that’s why we’re here to listen, advise, and walk beside you through every step of your financial journey. Whether you’re securing your wealth today or planning for future generations, we work with you to make informed, thoughtful decisions that align with your goals.
More Than Wealth —
It’s Your Story.
As families, businesses, and goals evolve, your vision and priorities may also shift. That’s why we combine deep expertise with a personal touch, working to ensure that your financial strategy is tailored and adaptable to your needs. Behind every conversation is a strategy, a team member, and a thoughtful plan already in motion.
We work collaboratively — with you, your CPA, attorney, or other trusted professionals — to help make sure every aspect of your financial world works together in harmony.
It’s More Than a Job to Us.
It’s a calling — to show up fully, serve with care, and walk alongside our clients with clarity, confidence, and heart.
These aren’t just values on a wall; they’re how we work, how we lead, and how we make sure our clients feel seen, supported, and at peace.
We Show Up Ready
We show up prepared, proactive, and adaptable to change. Our clients trust us because we’re grounded in experience, and flexible enough to make clear and precise adjustments. We do the work, ask the right questions, and aim to deliver thoughtful, informed guidance, every time.
We Step In, Not Back
We don’t shrink back when things get complex — we step forward. Whether it’s navigating a complex financial situation or helping you make difficult decisions, we stay present and engaged. Our team is deeply committed to being there for our clients, no matter what.
We Make It Personal
Care isn’t just a service level — it’s a mindset. We treat our clients the way we’d want to be treated: with curiosity, attentiveness, and excellence. We dig deep into your life and goals, and we don’t watch the clock. We’re here until you feel peace of mind.
We Grow With You
We believe in ambitious growth — for your family, your legacy, and ourselves. We work with focus and purpose, but never at the expense of what matters most. When we’re not in the office, we’re investing in our own families and values, just like we help you do.
Meet Our Team
Each member of our team brings their personal touch and experience to provide holistic, white-glove service.
Learn more about the members of the Sircy-Hurd Wealth Team, and how you can reach us, here.
Zach Hurd
CFP®
Partner & Senior Executive Vice President | Team Lead, Sircy-Hurd Wealth Team
Bob C. Sircy, Jr.
CPA
Founder & Emeritus Wealth Advisor, Sircy-Hurd Wealth Team
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
Corporate Phone
615-861-6118
