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SageSpring Wealth Partners

SageSpring Wealth Partners Email Formats

Financial ServicesFlag of USFranklin, Tennessee, United States101-200 Employees

SageSpring Wealth Partners Email Formats

SageSpring Wealth Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@sagespring.com), used 66.9% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@sagespring.com
66.9%
{first name}.{last name}
john.doe@sagespring.com
33.1%

Key Contacts at SageSpring Wealth Partners

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Jessica Colston

Advisor Development Director

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Ellen Montwori

Director Of Operations

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Ian Gensler

Director Of Operations, Sagespring Private Wealth

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Julie Porter

Director Of Operations/Sircy-Hurd Wealth Team, Sagespring

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Travis Sage

Small Business Owner

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Jeff Dobyns

Founder

Company overview

Headquarters801 Crescent Centre Dr, Franklin, Tennessee 37067, US
Phone number+18667121657
Website
NAICS52
Keywords
Financial Services, Estate Planning, Retirement Planning, Financial Planning
Founded2002
Employees101-200
Socials

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 | Winter Park, FL | 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.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry
Partner
Manager

Employees by Department

SageSpring Wealth Partners has 93 employees across 8 departments.

Departments

Number of employees

Funding Data

SageSpring Wealth Partners has never raised funding before.

SageSpring Wealth Partners Tech Stack

Discover the technologies and tools that power SageSpring Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Cloudflare Bot Management

Cloudflare Bot Management

Security

Gravity Forms

Gravity Forms

Form builders

Slick

Slick

JavaScript libraries

WP Rocket

WP Rocket

Caching

PWA

PWA

Miscellaneous

jQuery UI

jQuery UI

JavaScript libraries

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

MonsterInsights

MonsterInsights

Analytics

Frequently asked questions

SageSpring Wealth Partners is located in Franklin, Tennessee, US.
You can reach SageSpring Wealth Partners at +18667121657.
SageSpring Wealth Partners was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.
SageSpring Wealth Partners has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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