HELPING IMPROVE THE FINANCIAL LIVES OF EVERY CLIENT
We believe in working together to determine the best way to serve you and your family. That is why we are intentional about getting to know you and your personal financial goals so that we can deliver a tailor-made, personalized approach for your wealth planning needs. With integrity, honesty, and expertise, we are committed to helping you reach your life goals through comprehensive financial planning solutions.
RECOGNIZED AMONG FORBES BEST-IN-STATE WEALTH ADVISORS AND TENNESSEE’S TOP WORKPLACES
Conveniently located in the Cool Springs district of Franklin, Tennessee, the Sircy-Hurd Wealth Team serves clients in the greater Nashville area and beyond, taking a team approach to serve you and your family with sound financial advice. Led by Bob Sircy, CPA and Senior Executive Vice President at Southwestern Investment Group, and Zach Hurd, CFP® and Executive Vice President at Southwestern Investment Group, the Sircy-Hurd Wealth Team’s background and financial expertise equip them to deal with a broad range of financial issues.
With a focus on helping you develop personalized, long-term plans and a comprehensive financial planning strategy, the Sircy-Hurd Wealth Team can guide you in retirement planning (accumulation or distribution phases), college planning, insurance (Life, Long-Term Care, and Disability), and estate planning—all with the goal of minimizing taxes. Our two main goals are to delight clients in the areas we can control and improve clients’ lives over time. Even more, we are committed to monitoring and supporting our clients’ wealth strategies for ongoing success.
In addition to thorough comprehensive financial planning, our team is known for excellent customer service. If you are on the search for an experienced and trustworthy Middle Tennessee financial planner, we are here to serve you! Learn more below about our outstanding team of
professionals and how we work together to serve you.
Meet the Team
Learn more about each of the dedicated members of the Sircy-Hurd Wealth Team.
Bob C. Sircy, Jr., CPA
Senior Executive Vice President, Southwestern Investment Group | Investment Management Consultant, RJFS
Zach Hurd, CFP®
Executive Vice President, Southwestern Investment Group
Elisa Leftridge Jones
Financial Advisor, Southwestern Investment Group
Investment Executive, RJFS
Julie Molteni Porter
Director of Operations/Sircy-Hurd Wealth Team, SWIG
Client Services Manager, RJFS
Client Operations Associate
HERE’S HOW WE’RE FOCUSED ON WHAT MATTERS
OUR SPECIALTY SERVICES FOR WEALTH PLANNING
Through our comprehensive and personalized wealth planning services, our team can help you accomplish your goals. Discover our specialty financial planning services below.
We can guide you in your retirement planning, suggesting alternative streams of income where applicable, so that you can comfortably ease into retirement and a well-planned future.
Our tax code knowledge helps us carefully incorporate your taxes into financial planning. From tax return reviews to Roth conversions to ongoing tax reporting, we’ll help you feel confident in your tax-related financial plans. Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues. These matters should be discussed with the appropriate professional.
If you have a goal of making a difference through charities that are close to your heart, our team can guide you toward making a strategic impact through charitable giving with the appropriate donation vehicles and tax benefits.
Through our team’s sound comprehensive inheritance planning advice, you can maintain control over how and when your assets will pass on to your loved ones.
From investment selections to asset allocation to portfolio management and more, our investment guidance can help you maximize your return with tax-efficient practices.
When it comes to leaving a legacy, it’s important to have a holistic estate plan. Our estate planning guidance can assist you with asset protection, trust implementation, and more.
Associate Spotlight: Elisa Leftridge Jones
October 22, 2020
Helping our clients build their way toward their dreams—that’s what Elisa Leftridge
SEVEN SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
February 19, 2021
FRANKLIN, Tennessee — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive
FORBES NAMES BOB SIRCY, JR. AMONG ‘BEST-IN-STATE’ ADVISORS FOR TENNESSEE
March 30, 2021
FRANKLIN, TN (March 30, 2021) — Of the 32,725 nominations received, only
Contact Our Team
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
*2019-2020 Forbes Best-in-State Wealth Advisors, Sircy-Hurd: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
*The Tennessean’s Top Workplaces in Tennessee: This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with (referenced organization/entity).
Franklin, TN 37067