Seven Springs Wealth Group, LLC

Seven Springs Wealth Group, LLC is a financial planner in Nashville, TN. The firm provides comprehensive wealth and investment management for executives, families and entrepreneurs, offering services that include financial planning, retirement planning, tax strategy, investment management, business exit planning, legacy planning, women‑and‑wealth guidance, private wealth and family‑office solutions, as well as access to private investment opportunities. With a 5‑star rating, Seven Springs serves clients seeking outcome‑driven strategies across all stages of wealth.

The company’s approach centers on goal‑based planning and education, using an objective process that removes emotion from financial decisions. Clients receive a customized investment roadmap that incorporates tax‑reduction tactics, risk analysis and ongoing communication. Seven Springs’ mission emphasizes building deep, meaningful relationships so clients can move forward confidently. The firm draws on more than twenty years of experience guiding individuals and families toward financial success. Its team includes five Certified Financial Planners, three Chartered Financial Analysts and two Certified Public Accountants, with leaders such as Jeremy Hutzel, CFA, CFP® (President & CEO) and Jenny Wilson, CFP® (Partner & Director of Financial Planning). This diverse expertise supports a fiduciary commitment to act in each client’s best interest.

Leveraging its outcome‑driven, fiduciary‑focused methodology, Seven Springs Wealth Group delivers tailored financial guidance that aligns with the unique goals of Nashville’s professionals and families.

Services:

• Financial Planning
• Investment Management
• Legacy & Estate Planning
• Retirement Planning
• Tax Strategy