Helping Improve the Financial Lives of Every Client
We believe in working together to determine the best way to serve you and your family. That is why we are intentional about getting to know you and your personal financial goals so that we can deliver a tailor-made, personalized approach for your wealth planning needs. With integrity, honesty, and expertise, we are committed to helping you reach your life goals through comprehensive financial planning solutions.
Recognized Among Forbes Best-in-State Wealth Advisors and Tennessee’s Top Workplaces
Conveniently located in the Cool Springs district of Franklin, Tennessee, the Sircy-Hurd Wealth Team serves clients in the greater Nashville area and beyond, taking a team approach to serve you and your family with sound financial advice. Led by Bob Sircy, CPA and Senior Executive Vice President at Southwestern Investment Group, and Zach Hurd, CFP® and Executive Vice President at Southwestern Investment Group, the Sircy-Hurd Wealth Team’s background and financial expertise equip them to deal with a broad range of financial issues.
With a focus on helping you develop personalized, long-term plans and a comprehensive financial planning strategy, the Sircy-Hurd Wealth Team can guide you in retirement planning (accumulation or distribution phases), college planning, insurance (Life, Long-Term Care, and Disability), and estate planning—all with the goal of minimizing taxes. Our two main goals are to delight clients in the areas we can control and improve clients’ lives over time. Even more, we are committed to monitoring and supporting our clients’ wealth strategies for ongoing success.
In addition to thorough comprehensive financial planning, our team is known for excellent customer service. If you are on the search for an experienced and trustworthy Middle Tennessee financial planner, we are here to serve you! Learn more below about our outstanding team of
professionals and how we work together to serve you.
Meet Our Team
Learn more about each of the dedicated members of the Sircy-Hurd Wealth Team.
Bob C. Sircy, Jr.
Senior Executive Vice President, SageSpring | Investment Management Consultant, RJFS
Executive Vice President, SageSpring
Julie Molteni Porter
Director of Operations/Sircy-Hurd Wealth Team, SageSpring | Client Services Manager, RJFS
Here’s How We’re Focused on What Matters Most
Our Specialty Services for Wealth Planning
Through our comprehensive and personalized wealth planning services, our team can help you accomplish your goals. Discover our specialty financial planning services below.
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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801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
You’ve probably heard just how important investment portfolio management is when it comes to planning for a successful retirement . . . but what does that even mean? You don’t have to be a financial