
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


About Us
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.
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
Franklin Office
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-3518
Columbia Office
816 S. Main Street Columbia, TN 38401
931-388-3090
Our Story
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