Striving to Improve the Financial Lives of Every Client
At the Swatzell Wealth Team, we know that every client has a unique set of circumstances, goals, and priorities. That is why we are intentional in getting to know you and your personal financial goals. This allows us to deliver a personalized comprehensive plan, tailor-made to help you meet your needs. With over two decades of combined experience, we are committed to providing you the highest level of service, along with the education you need to help achieve financial confidence.
Recognized Among Tennessee’s Top Workplaces
About Us
With a focus on developing personalized, long-term plans, our team is dedicated to building lasting relationships with our clients in order to serve them well. Through our unique planning strategy, we can help provide reassurance and guidance, even throughout today’s rapidly changing financial conditions. We deliver thorough investment strategies to guide our clients in retirement planning, college planning, insurance, and estate planning – all in a tax-efficient manner.* As a team, we are deeply invested in you and we will always be there to walk you and your family through the many milestones of a fulfilling life.
*You should discuss any tax or legal matters with the appropriate professional.
Meet Our Team
Learn more about each of the dedicated members of the Swatzell 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.
"*" indicates required fields
Our Location
Franklin Office
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-3518
Columbia Office
816 S. Main Street Columbia, TN 38401
931-388-3090
Our Story
Recent Insights
How to Talk to Your Kids About Wealth: A Guide for Every Age: Part 1
Table of Contents As parents, we carefully guide our children through so many of life’s important lessons. When it comes to money, though, how and when to start the conversation isn’t always clear. But engaging
Family Wealth Transfer: Best Practices for Smooth Transitions
Table of Contents The coming decades will witness a monumental shift as trillions of dollars transition from one generation to the next. While this transfer involves intricate legal and financial mechanisms, it’s important to remember
Common Tax Filing Mistakes & How to Avoid Them
Table of Contents Tax season. Just the words can conjure a mix of furrowed brows and frantic document searches. It’s a time when even the most organized among us can feel a knot of anxiety
What is Wealth Management and Do You Need It?
Table of Contents Managing your wealth effectively can be the key to achieving your long-term financial goals and securing a prosperous future. But what exactly is wealth management, and how do you know if you
