Financial Planning with the Right Investments to Help Meet Your Life Goals
Taking a comprehensive approach to your financial planning needs, we strive to provide professional wealth management services and strategies that instill confidence by outlining a clear and cohesive plan, using up-to-date technology and education to implement top-notch financial planning.
About Us
Located in Frisco, Texas, the Stansell Wealth Team’s goal is to provide honest, non-emotional advice for your financial planning needs. With services focused on investment management, tax planning, and assistance with employer benefits such as stock options, RSUs, and deferred compensation, the Stansell Wealth Team is committed to helping clients achieve financial independence. As a CERTIFIED FINANCIAL PLANNER™ professional, Cody Stansell works alongside his team to leverage innovative technology with a desire for every client’s experience to be as simple and hassle-free as possible. This includes DocuSign to electronically sign documents, as well as offering Zoom meetings for virtual collaboration.
Meet Our Team
Learn more about each of the dedicated members of the Stansell Wealth Team.
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
"*" indicates required fields
Our Location
Street Address
2601 Network Blvd., Suite 101
Frisco, TX 75034
Phone Number
972.987.1202
Recent Insights
How to Know If You’re a Good Candidate for a Financial Advisor
Have you ever wondered what it might be like to work with a financial advisor? Maybe you’ve been working on building your financial portfolio for a few years and you’re ready to take the next
Are Exchange-Traded Funds a Good Investment?
Exchange-traded funds (ETFs) and mutual funds are excellent options to diversify your investment portfolio. However, not everyone is aware of the difference between the two or how each option works. In this blog, we will
Essential Tax Deductions Every Small Business Owner Should Know
If you’re a small business owner, you know just how hard it is to keep your head above water while managing a business—especially during tax season. As a small business owner, you want to make
What is the Safe Withdrawal Rate in Retirement?
They don’t call it the golden years for nothing! Retirement can be one of the most rewarding seasons of life—especially if you’ve prepared for it. It’s the time of life that you get to focus