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 & Raymond James Executive Council
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.
Branch Professional, 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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801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
816 S. Main Street Columbia, TN 38401
If you’ve got property in your name and are thinking about passing it on to your spouse, kids, or even your grandkids, it’s time to start thinking about estate planning. If the thought of estate
The Deering Wealth Team is proud to announce the recent promotion of Hannah Patterson from Paraplanner to Financial Planning Professional. Patterson was previously responsible for financial plan development, plan implementation, and money movement. While she