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Providing Comprehensive Financial Planning to Meet Your Specific Needs

We believe that every individual and family deserves a unique financial plan. Our goal is to get to know you so that we can become familiar with your values and goals in order to provide a plan that is specific to you and your family.

About Us

Centofonti Wealth Team

We are passionate about helping people accomplish their financial goals and commit to always putting the client first. We take a personal approach by truly getting to know you in order to provide the best guidance that fits the goals of you and your family. Whether it is preparing for retirement, funding college expenses, managing charitable giving, tax planning, or leaving a legacy—we want to help you achieve all your financial dreams. 

Meet the Team

Learn more about each of the dedicated members of the Centofonti Wealth Team.

Katie Centofonti, CFP®

Financial Advisor, RJFS

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Lisa Hunt

Client Services Associate

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Contact Our Team

Our Location

801 Crescent Centre Drive, Suite 600
Franklin, TN 37067

Latest Resources

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    FRANKLIN, Tennessee—Following 17 years of sustainable growth, Southwestern Investment Group now manages

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