SageSpring Wealth Partners
Company

SageSpring Wealth Partners

Financial Services Franklin, Tennessee, United States 164 employees
Employees
164
Contacts
4
Emails
4
Phones
2

SageSpring Wealth Partners Overview

Headquarters
Franklin, Tennessee, United States
Industry
Financial Services
Employees
164
Founded
2002
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About SageSpring Wealth Partners

SageSpring Wealth Partners is a firm of more than 170 employees dedicated to improving our clients’ lives through comprehensive financial planning. We currently have nine offices across the country: Franklin, TN | Brentwood, TN | Knoxville, TN | Columbia, TN | Frisco/Dallas, TX | San Antonio, TX | Omaha, NE | Birmingham, AL | Clarinda, IA Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Everything we do for our clients is based on a foundation of nine core values. Core Values: 1. Always put our clients’ best interests first. 2. Be honest. 3. Teach instead of sell. 4. Earn trust, don’t expect it. 5. Don’t let emotions cloud judgment. 6. Make time for community. 7. Develop students and learners. 8. Never accept shortcuts. 9. Communicate with clarity and purpose.

SageSpring Wealth Partners Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

SageSpring Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
Yancey Wade Compliance and Operations Manager
Email
Ellen Montwori Financial Services Operations Director
Email
Elisa Jones, Mba Financial Advisor, Sagespring Wealth
Email Phone
Will Bratton Wealth Advisor, Sagespring Wealth
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Manager 1 profile

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