SageSpring Wealth Partners

We’re beyond excited to share that SageSpring has been named to Forbes / SHOOK Research’s Top RIA Firms list for 2024!??? Being recognized among the top firms in the country is a testament to the dedication we have in stewarding your wealth and preserving it for the long haul. With over $1.6 trillion in assets being managed by the 250 firms on this list, we’re honored to be part of such a prestigious group. Thank you to our incredible clients for trusting us with your financial journeys—this achievement wouldn’t be possible without you! Check out the full list here:?https://lnkd.in/gyRbJuW8 #Forbes #TopRIAFirms #Wealth #ShookResearch

Our clients are our top priority, and we're driven by integrity and a genuine commitment to helping you reach your financial goals. Every day, we show up ready to serve with these principles guiding us. Let’s build your financial future together, with trust as our foundation. www.sagespring.com/contact #SageSpringValues #ClientFirst #FinancialAdvisor #FinancialFuture #FinancialGoals

Want to make sure your retirement savings stretch as far as possible? The 4% rule might just be the answer you’re looking for! It’s a simple yet effective strategy to help you withdraw from your nest egg without worrying about running out of funds. Curious how this could fit into your plan? We’re here to help—just reach out! ??www.sagspring.com/contact #RetirementGoals #4PercentRule #FinancialPlanning #GoldenYears #FutureReady #SecureYourNestEgg

Ever thought about how your dollars can make a difference? Investing isn’t just about returns—it’s about aligning your money with your values. ?? #GenZ is leading the charge, showing that investment decisions are deeply personal. A recent survey reveals that 85% of Gen Z investors are open to returns that differ from the S&P 500 if it means investing in what they care about. The trend is clear: people are choosing to invest in companies and organizations that reflect their beliefs. Which values or industries are most important to you when choosing where to invest? #SustainableInvesting #Investment #Value #GenerationZ #Investing #Sustainability Source: US Bank

Are you ready to take control of your retirement savings? Whether you're new to IRAs or looking to optimize your existing accounts, understanding the differences between Traditional, Roth, and Rollover IRAs can make a big impact on your financial future. See below for a breakdown of the three types of IRAs, highlight their distinct benefits, and help you decide which might be the best fit for your retirement strategy. From tax benefits to flexible savings options, discover how an IRA can work for you. Need personalized advice? Contact us today to explore the best IRA options for your goals - sagespring.com/contact #RetirementPlanning #IRA #FinancialFreedom #SageSpringWealthPartners #InvestSmart #FinancialAdvisor #WealthManagement

Ever wondered if your life insurance plan is up to par? It’s not something we think about every day, but it’s crucial to regularly review your coverage. Making sure you have the right plan can protect your loved ones if the unexpected happens. Swipe through to discover what your term life insurance policy should cover to ensure it meets your needs and those of your family. #LifeInsurance #FinancialAdvisor #TermLifeInsurance #Coverage #InsurancePolicy

You invest in your future, and we’re here to invest in you. At SageSpring, we focus on more than just finances—we really get to know what matters to you so we can offer advice that’s truly personalized. Our experienced money-management strategies are all about helping you build a life of wealth and lasting financial independence. Reach out today and see how our distinct approach can lead you to peace and prosperity. www.sagespring.com/contact #FinancialAdvisor #ClientFirst #TrustworthyAdvice #SageSpringWealthPartners #Legacy

??? Is your voter registration up to date? Don’t let Election Day sneak up on you! Make sure your voter registration is current so your voice is heard. Find out the deadlines, ways to update, and what happens if you don’t in the graphics below! For more details on how to update your registration in Tennessee, visit https://lnkd.in/dXeFYEyA #MakeYourVoteCount #CivicDuty #VoterRegistration #StayInformed #ElectionSeason

Today, we pause to remember and honor the lives lost on September 11th, 2001. We reflect on the strength and unity that came from tragedy and pay tribute to the heroes who showed incredible courage. Our thoughts are with the families and communities forever changed.

SageSpring Wealth Partners is seeking a seasoned Chief Growth Officer (CGO) to join the team at our Franklin, TN headquarters.?The CGO will partner with the firm’s executive leadership to actualize the firm’s vision, set a leadership agenda, and be accountable for spearheading initiatives aimed at optimizing revenue streams.?The chosen individual will be an inspired leader focused on ensuring the seamless execution of the firm’s stated vision and value creation plan, enhancing operational scalability, efficiency, effectiveness, and optimizing business risks.?A key function of this role is to create greater capacity for enterprise growth. This is a highly visible position and critical hire for the firm. ?The position marries deep experience with entrepreneurial instinct as this individual will be responsible for creating capacity by assuming all operating responsibilities principally handled by the Partners. ??More specifically, the role will act as the right hand to the President and create structure for the operating functions in partnership with the CCO, CFO, and CHRO. ?The CGO will advance resource allocation, propel organic growth, and provide strategic guidance on opportunities for future growth. If this sounds like your next opportunity and you want to know more, please reach out to our executive search consultants at U.S. Executive Search by emailing [email protected]