Sagespring Wealth Partners

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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.

Company Details

Employees
164
Founded
-
Address
801 Crescent Centre Dr, Franklin,tennessee 37067,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
https://www.sagespring.com/
Keywords
financial planning, retirement planning, financial services, estate planning.
HQ
Franklin, Tennessee
Competitors
Southwestern Family of Companies, Lighthouse Wealth Group, Wealth Enhancement, Dynasty Financial Partners, Tolleson Wealth Management, AllianceBernstein, Jesse Scroggins Wealth Team, Mercer Advisors, Deering Wealth Team, Dobyns McMillin Wealth Team.
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News

SageSpring Wealth Partners names Brad Bowlin as Chief Growth Officer - Williamson Herald

SageSpring Wealth Partners names Brad Bowlin as Chief Growth Officer Williamson Herald

Dynasty welcomes $6.4B SageSpring Wealth Partners from Raymond James - InvestmentNews

Dynasty welcomes $6.4B SageSpring Wealth Partners from Raymond James InvestmentNews

CORRECTING and REPLACING SageSpring Wealth Partners Achieves Full Independence with Dynasty Financial Partners - Business Wire

CORRECTING and REPLACING SageSpring Wealth Partners Achieves Full Independence with Dynasty Financial Partners Business Wire

The Boss: What the NFL taught Winston Justice about empathy and failure - The Business Journals

The Boss: What the NFL taught Winston Justice about empathy and failure The Business Journals

Dynasty Adds $6.4B RIA SageSpring from Raymond James - wealthmanagement.com

Dynasty Adds $6.4B RIA SageSpring from Raymond James wealthmanagement.com

SageSpring Wealth Partners Names Former NFL Player Winston Justice CEO of Private Wealth - Yahoo Finance

SageSpring Wealth Partners Names Former NFL Player Winston Justice CEO of Private Wealth Yahoo Finance

$6.4B SageSpring Wealth Moves to Dynasty Financial Platform From Raymond James - ThinkAdvisor

$6.4B SageSpring Wealth Moves to Dynasty Financial Platform From Raymond James ThinkAdvisor

From Ramsey referrals to $50bn aspirations: Inside SageSpring's journey to independence - Citywire

From Ramsey referrals to $50bn aspirations: Inside SageSpring's journey to independence Citywire

Brett Stuart Wilson Obituary February 1, 2025 - Oakes & Nichols, Inc

Brett Stuart Wilson Obituary February 1, 2025 Oakes & Nichols, Inc

Former NFL player, AllianceBernstein vice president Winston Justice named SageSpring CEO - The Tennessean

Former NFL player, AllianceBernstein vice president Winston Justice named SageSpring CEO The Tennessean

How an Ex-NFL Player Is Leading SageSpring's Growth Push - ThinkAdvisor

How an Ex-NFL Player Is Leading SageSpring's Growth Push ThinkAdvisor

SageSpring names chief growth officer - Nashville Post

SageSpring names chief growth officer Nashville Post

Meet Middle Tennessee's Top Workplaces in 2025: Survey results are in - The Tennessean

Meet Middle Tennessee's Top Workplaces in 2025: Survey results are in The Tennessean

Nashville RIA Managing $6.5 Billion Leaves Raymond James - AdvisorHub

Nashville RIA Managing $6.5 Billion Leaves Raymond James AdvisorHub

How SageSpring Wealth Partners' next-gen strategy has fueled its success - InvestmentNews

How SageSpring Wealth Partners' next-gen strategy has fueled its success InvestmentNews

SageSpring Wealth Partners Celebrates Deborah Jenkins' Retirement and Welcomes Brad Clayton as Chief Compliance Officer - PR Newswire

SageSpring Wealth Partners Celebrates Deborah Jenkins' Retirement and Welcomes Brad Clayton as Chief Compliance Officer PR Newswire

$5.5bn SageSpring reveals plan to drop Raymond James as custodian - Citywire

$5.5bn SageSpring reveals plan to drop Raymond James as custodian Citywire

Tennessee-based SageSpring drafts NFL veteran Winston Justice as private wealth CEO - InvestmentNews

Tennessee-based SageSpring drafts NFL veteran Winston Justice as private wealth CEO InvestmentNews

SageSpring asks 2.5x revenue for departing advisors to buy their books - sources - Citywire

SageSpring asks 2.5x revenue for departing advisors to buy their books - sources Citywire

$5.5bn Raymond James affiliate SageSpring in talks to partner with Dynasty -sources - Citywire

$5.5bn Raymond James affiliate SageSpring in talks to partner with Dynasty -sources Citywire

Sagespring Wealth Partners LLC Makes New Investment in Coupang, Inc. $CPNG - MarketBeat

Sagespring Wealth Partners LLC Makes New Investment in Coupang, Inc. $CPNG MarketBeat

Sagespring Wealth Partners LLC Acquires 3,367 Shares of Johnson & Johnson $JNJ - MarketBeat

Sagespring Wealth Partners LLC Acquires 3,367 Shares of Johnson & Johnson $JNJ MarketBeat

Sagespring Wealth Partners LLC Increases Stock Position in Fastenal Company $FAST - MarketBeat

Sagespring Wealth Partners LLC Increases Stock Position in Fastenal Company $FAST MarketBeat

Dynasty brings over $6.4B RIA from Raymond James - financial-planning.com

Dynasty brings over $6.4B RIA from Raymond James financial-planning.com

Franklin-based wealth management firm names division CEO - Nashville Post

Franklin-based wealth management firm names division CEO Nashville Post

Emerson Electric Co. $EMR Stake Raised by Sagespring Wealth Partners LLC - MarketBeat

Emerson Electric Co. $EMR Stake Raised by Sagespring Wealth Partners LLC MarketBeat

Sony Corporation $SONY Shares Acquired by Sagespring Wealth Partners LLC - MarketBeat

Sony Corporation $SONY Shares Acquired by Sagespring Wealth Partners LLC MarketBeat

SageSpring Wealth Partners Announces Official Launch of New Brand and Website - PR Newswire

SageSpring Wealth Partners Announces Official Launch of New Brand and Website PR Newswire

Sagespring Wealth Partners LLC Boosts Position in Valero Energy Corporation $VLO - MarketBeat

Sagespring Wealth Partners LLC Boosts Position in Valero Energy Corporation $VLO MarketBeat

Southwestern Investment Group Announces Upcoming Name Change to SageSpring Wealth Partners - PR Newswire

Southwestern Investment Group Announces Upcoming Name Change to SageSpring Wealth Partners PR Newswire

Winston Justice named CEO of SageSpring Private Wealth - The Business Journals

Winston Justice named CEO of SageSpring Private Wealth The Business Journals

$5.5bn SageSpring sues former EVP after book buyout falls through - Citywire

$5.5bn SageSpring sues former EVP after book buyout falls through Citywire

Top Workplaces: Here are the winners for 2024. Is your Middle Tennessee company included - The Tennessean

Top Workplaces: Here are the winners for 2024. Is your Middle Tennessee company included The Tennessean

Top Workplaces: Here are the winners for 2023 - The Tennessean

Top Workplaces: Here are the winners for 2023 The Tennessean

Sagespring Wealth Partners LLC Purchases 8,807 Shares of Alphabet Inc. $GOOGL - Defense World

Sagespring Wealth Partners LLC Purchases 8,807 Shares of Alphabet Inc. $GOOGL Defense World

Amazon.com, Inc. (NASDAQ:AMZN) Shares Purchased by Sagespring Wealth Partners LLC - Defense World

Amazon.com, Inc. (NASDAQ:AMZN) Shares Purchased by Sagespring Wealth Partners LLC Defense World

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