Other Disclosures
SageSpring Wealth Partners (“SageSpring”) is an SEC registered investment adviser located principally in Franklin, TN. Registration as an investment adviser does not imply a certain level of skill or training. The publication of SageSpring’s web site on the internet should not be construed by any consumer or prospective client as SageSpring’s solicitation or attempt to affect transactions insecurities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and SageSpring does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.
A copy of SageSpring’s current written disclosure statement as set forth on Form ADV, discussing SageSpring’s business operations, services, and fees is available from SageSpring upon written request or through the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. SageSpring does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED TO THIS WEBSITE.
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, SageSpring Wealth Partners and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. SageSpring Wealth Partners does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring Wealth Partners. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor.
About Forbes ranking of Best-In-State Wealth Advisors: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. SageSpring Wealth Partners does not pay a fee in exchange for this award/rating.
Tennessean Top Workplaces: More than 1,000 companies were invited to participate, 90 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 5 employees in Middle Tennessee. Employees could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors’ future performance. SageSpring Wealth Partners does not pay a fee in exchange for this award/rating. Neither Energage nor the Tennessean is affiliated with SageSpring.
Top
Workplaces USA: Nearly
40,000 companies were invited to participate and roughly 1,500 were recognized
as one of the USA TODAY Top Workplaces for 2025. The publisher welcomed
employees to nominate an organization through a survey partnered with Energage.
To be eligible, employers must have at least 150 employees in the United
States, Puerto Rico and Guam, and could be public, private, nonprofit, for
profit, or governmental. Once employers were nominated, their employees were
asked to answer questions that gave feedback about the companies they worked
for. Information gathered included issues relating to workplace culture,
including Alignment, Connection, Effectiveness, Engagement, Leadership, and the
Basics, including pay, benefits, flexibility, training, and expectations.
Employers were then ranked among groups of similar size to most accurately
compare results, with those that scored high being recognized. This 2025
ranking is based upon surveys completed during the period from Dec. 1, 2023, to
Oct. 25, 2024, and was published on
March 21, 2025. The ranking may not be representative of any one
client’s experience, is not an endorsement, and is not indicative of an
advisor’s future performance. This ranking is not based on the services/advice
offered by our financial advisors. Neither SageSpring Wealth Partners nor any
of its Financial Advisors pay a fee in exchange for this award/rating. Neither
Energage nor Top Workplaces is affiliated with SageSpring Wealth Partners.
AdvisorHub 1,000 Advisors to Watch 2025: AdvisorHub’s 1,000 Advisors to Watch ranking was developed by AdvisorHub and is based on Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. Rankings are based on the opinions of AdvisorHub and are not indicative of future performance or representative of any one client’s experience. Nominees are required to have a minimum of seven years experience, $150M minimum AUM, and a clean regulatory record. Over 1,900 advisors were considered. This ranking was based upon data from 1/1/2024 to 12/31/2024, and was published on 6/12/2025. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. This ranking is not based on the services/advice offered by our financial advisors. Neither SageSpring Wealth Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. AdvisorHub is not affiliated with SageSpring Wealth Partners.
CityWire 50 Growers Across America: CityWire’s 50 Growers Across America list is based on data from FINTRX including RIAs’ year-over-year AUM growth, percentage of AUM growth and employee headcount growth, which are then combined into a single number CityWire calls the ‘growth factor.’ That number is used to rank the fastest-growing RIAs in each state. There is no submission process or subjective judgements from a panel. This ranking was based upon data from 2023 and 2024, and was published on 8/7/2025. The ranking is based on historical data and may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. This ranking is not based on the services/advice offered by our financial advisors. Neither SageSpring Wealth Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. CityWire is not affiliated with SageSpring Wealth Partners.