Seven Springs Wealth Group, LLC
Seven Springs Wealth Group, LLC (SSWG) is a registered investment adviser headquartered in Brentwood, Tennessee. Originally founded as Sailer Financial, Inc. in May 2003, and renamed in March 2021, SSWG offers financial planning and portfolio management services primarily to high-net-worth individuals, executives, families, and entrepreneurs. The firm is independently owned by Jeremy and Aubrie Hutzel and serves 1,534 accounts as of July 2025 with a staff of 18. SSWG focuses on helping clients address complex financial challenges with goal-driven solutions, covering areas such as planning for events, risk analysis, estate consultation, tax projections, and insurance portfolio review.
Investment Strategy
Seven Springs Wealth Group provides discretionary and non-discretionary portfolio management and customized financial planning for individuals, families, and retirement plans. Their approach centers on constructing tailored investment strategies based on clients’ unique circumstances, goals, and risk tolerance. Services include comprehensive financial and estate planning, tax optimization, insurance portfolio review, and coordination with custodians like Charles Schwab and Fidelity. The firm may restrict investments based on client instructions and favors a hands-on, holistic orchestration of financial, philanthropic, estate, investment, and tax strategies.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NU | NU HLDGS LTD | 22.95% | $92.7M | 6,757,043 | $13.72 | $13.72 | +$92.7M |
D DGRO | ISHARES TR | 17.19% | $69.4M | 1,086,095 | $48.61 | $63.94 | +$7.2M |
C CI | THE CIGNA GROUP | 10.17% | $41.1M | 124,278 | $204.89 | $330.58 | -$120.1K |
I IBDU | ISHARES TR | 4.94% | $20.0M | 855,583 | $22.74 | $23.33 | +$2.0M |
I IBDS | ISHARES TR | 4.86% | $19.6M | 808,173 | $23.81 | $24.27 | +$1.9M |