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.
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Our Location
Street Address
2601 Network Blvd., Suite 101
Frisco, TX 75034
Phone Number
972.987.1202
Recent Insights
Don’t Miss These Year-End Financial Deadlines for 2023
Amid the hustle and bustle of the holiday season, you may or may not have forgotten to mark some important year-end financial deadlines in your calendar. These deadlines are some you don’t want to miss—especially
How You Can Benefit from Working With a Financial Team
You know the old saying, “Two are better than one?” Well, when it comes to managing your finances, the same is true. 73% of financial advisors believe that serving their clients with a financial team
Eleven SageSpring Wealth Advisors Recognized Among Raymond James’ Top Advisors
FRANKLIN, Tenn., November 28, 2023 – SageSpring Wealth Partners, a leading, independent wealth advisory firm, is pleased to announce the recognition of ten wealth advisors on the 2024 Raymond James’ Leaders Council. Additionally, Jeff Dobyns,
Don’t Get “Wrapped Up” In Holiday Spending
‘Tis the season of gifting! We all know that it’s better to give than to receive . . . but many times, we can go a little overboard on our holiday spending. Giving out of