Mission Statement
Our Mission
We build deep and meaningful relationships with people and their wealth so they can venture forward confidently.
About Seven Springs Wealth Group
For over 20 years Seven Springs Wealth Group has helped individuals and families achieve financial success. Through proper planning and education, you can have the confidence to navigate the unknown waters of your life by identifying risks and uncovering opportunities specific to your financial future. We believe you deserve clear guidance to make savvy financial decisions with a knowledgeable advisor by your side.
Through an objective approach focused on the psychology behind money, we take the emotion out of the planning process to create an unbiased map navigating your personal financial voyage. We focus on support and guidance through customized investment solutions, effective tax reduction strategies, insurance considerations, education planning, and transitioning your legacy.
What Sets Us Apart
An Approach Rooted in Financial Psychology
The foundation of our planning process takes a comprehensive approach to your personal objectives by discovering who YOU are. Having a thorough understanding of what makes you tick when it comes to spending, saving, and investing allows us to chart an optimal course for your financial future, tailor-made in a way that takes your personality and preferences into account.
Masters of “The Pivot”
Our clients come from a diverse range of professional and personal backgrounds who come to us seeking financial wellbeing, often after experiencing a major life event. As Masters of “The Pivot” we carry the deep and transformative knowledge of how to optimally respond to your life’s transitions, ensuring the safety of your financial goals. As an independently owned firm with a commitment to financial stewardship, our clients can rest assured that we are here for the long haul.
Expertise Spans into International Waters
Our team has extensive experience in working with both international citizens living within the U.S. and U.S. citizens working abroad who need guidance around managing their finances in a foreign country. We have the deep expertise needed to effectively educate and advise these individuals around the financial workings and systems of our country whether at home or abroad, proving that we have the capability to help individuals with their wealth in a myriad of ways.
Our Core Values
Be Client-Focused and fanatical about service.
Listen Deeply and act with empathy.
Practice Gratitude and cultivate the habit of appreciation.
Create Synergy through collaboration and resourcefulness.
Love Learning to nurture the mind for lifelong growth.
Have Fun and eat pizza!
