Helping Clients Stay the Course
The advisors at the Peterman Wealth Team oversee financial matters for families in Franklin, Tennessee, and the surrounding areas. Our services provide guidance and comfort to our clients in the same way a lighthouse guides a ship on the open seas.
About Us
While we have decades of experience, we’re constantly learning about new financial strategies, investment options, and tax policies. We enjoy educating our clients about the best approaches they can take to accumulating wealth and using it wisely. We know our clients are able to make the strongest decisions for the future when they understand their options. We bring our years of knowledge and our earnest advice to explain those options in a clear, concise, and unbiased manner.
We’re committed to helping our clients have the confidence to retire comfortably and plan for a conservative, debt-free life. Confidence, calmness, and peace comes from having a plan. We want all our clients to experience the independence and freedom that successful financial planning can provide.
Meet Our Team
Learn more about each of the dedicated members of the Peterman 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.
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Our Location
Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Phone Number
615.861.6124
Recent Insights
Leave Your Legacy: Wealth Transfer Planning in Tennessee
Table of Contents From the hills of Middle Tennessee to the majestic Smoky Mountains, families across our state are thinking about their legacies. And not just about how much money to leave for future generations.
Cultivating a Generational Wealth Mindset
Table of Contents When it comes to your money, are you worried about how much you have, or making what you have truly last? The test of enduring prosperity isn’t just the accumulation of assets;
Talking to Kids About Money: Five Pitfalls to Avoid Are You Making These Mistakes Talking to Your Kids About Money? Part 2
Table of Contents The path to discussing money and finances with our children is often paved with good intentions, yet certain approaches can inadvertently sow seeds of confusion or erode the values we hold dear.
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
