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SageSpring Wealth Partners

801 Crescent Centre Dr.,
Suite 600

Franklin, TN 37067

6158616129

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About SageSpring Wealth Partners

The Nail Wealth Team at SageSpring Wealth Partners prioritizes building relationships. We understand that your financial profile is just a part of the larger picture, so our ultimate goal is to become a meaningful part in the lives of our clients. We seek to understand the whole person, as well as their financial dreams, goals, and plans.

We are founded on education. We are teachers at heart, and the desire to educate underlies our ongoing work with clients. We help remove the mystery of capital markets and empower our clients with the knowledge and strategies to achieve their financial goals.

We develop through service. We are always prompt and accurate in our processes, and we value the deep connections that can come from offering excellent service. We do everything we can at every turn to exceed client expectations by providing truly outstanding client services.

We facilitate financial confidence. As we educate our clients and develop the relationship through good service, the end result is continuous financial confidence.

We provide personal income solutions to help you address your needs today and to meet your long-term financial objectives. We are a dedicated team working with a small group of clients so that we can bring our very best to each individual. If this type of partnership would support your financial goals, please reach out and schedule a conversation.

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General Information

Firm Start Year

2004

No. of Employees

5-9

Firm CRD#

283515

Name of Custodial Firm

Fidelity, Charles Schwab

States Licensed in

TN

Work with the following types of clients

Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Insurance and Annuity Licenses

Long Term Care, Health, Life

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Based on Assets

Disclosures

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893409/rothira-SageSpring-Wealth-Partners-detailed-disclosure.html

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