>

Trust and Confidence

The Chase Keen Wealth Team specializes in personalized comprehensive financial planning, conducting a thorough review of your current situation and creating a plan to help you maximize your potential today and in the future. By guiding you through this process, we will develop a plan and relationship you can trust and have confidence in.

About Us

Chase Keen Wealth Team

Our goal is to provide clients with financial confidence. We believe that everyone has unique circumstances, goals, and priorities, and we want to make sure we create a plan you feel confident in. 

It is vitally important to have a relationship with your advisor based on trust. We build relationships by getting to know our clients, allowing them to know us, and developing a comprehensive financial plan with sound and objective advice.

By taking this approach, our clients feel at ease knowing they have not only defined their goals but have a plan to reach them.

Meet the Team

Learn more about each of the dedicated members of the Chase Keen Wealth Team.

Chase Keen, CFP®

Financial Advisor, Southwestern Investment Group

Read Bio

LeAnne Gossett

Client Services Associate, Southwestern Investment Group

Read Bio

Contact Our Team

  • This field is for validation purposes and should be left unchanged.

Our Location

801 Crescent Centre Drive, Suite 600
Franklin, TN 37067
615-861-3509

Latest Resources

  • couple-in-40s-in-cafe

    How to Plan for Retirement if You’re in Your 40s

    May 5, 2021

    If you’re like most people, you probably spent your 20s and 30s

    Read More

  • compass-atop-stock-market-report

    Webinar: Market Update & Economic Outlook Webinar Hosted by Nicholas Lacy, CFA

    April 28, 2021

    As a helpful resource to you, your family, or friends, we wanted

    Read More

  • two-female-coworkers-in-a-meeting

    How to Relieve Your Employees’ Financial Stress

    April 28, 2021

    Let’s face it: life throughout the past year has been…stressful. Finance was

    Read More

See More Resources