HELPING YOU NAVIGATE THE UNCHARTED WATERS OF YOUR STORY
By The Numbers
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Chartered Financial Analyst (CFA)
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Certified Financial Planner (CFP®)
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Certified Public Accountant (CPA)
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Years in Business
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Assets Under Management
Who We Serve
At Seven Springs Wealth Group, we look at each person as an individual with unique needs and aspirations. That is why our team has always focused on providing not only comprehensive planning, but also customized wealth management solutions, so each client’s personal situation is at the center of their plan. Our service catalog addresses all of the wealth needs for families, executives, entrepreneurs, and those living abroad.
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WHY WORK WITH US
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.
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.
Expertise Spans into International Waters
Our team works 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.
What Do You Envision
For the Outcome
of Your Story?
Our clients come to us in all stages of life, and with different end goals. We help them sort out the pieces, and step by step, get them to the finish line. Here are some examples of how we’ve helped our clients get and stay on the road to their financial dreams.
