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
- Website
- www.sagespring.com
- Industry
- Financial Services
- Employees
- 164
- Founded
- 2002
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Yancey Wade | Compliance and Operations Manager | Nashville, Tennessee, United States |
Email
|
| Ellen Montwori | Financial Services Operations Director | Nashville, Tennessee, United States |
Email
|
| Elisa Jones, Mba | Financial Advisor, Sagespring Wealth | Nashville, Tennessee, United States |
Email
Phone
|
| Will Bratton | Wealth Advisor, Sagespring Wealth | Nashville Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
Manager
1 profile
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