We are truly thrilled to share with you our rebrand from Southwestern Investment Group to SageSpring. Our firm’s tremendous growth over the last decade drove us to reflect and envision where we would like to be as a firm in the next 20 years. After months of discussion and planning, we embarked on the journey to transition beyond the Southwestern Family of Companies to a new, independently-owned RIA organization.
Our name – SageSpring – reflects our desire to offer wise guidance and cultivate a long-lasting relationship with you, because our priority is your wellbeing. We continue to be dedicated to our mission of putting your needs first, so that ultimately, we can provide you with the best plans to improve your financial life and build wealth; wealth that is not only found in money alone but within your communities and life itself.
In addition to the great benefits of our rebrand, this transition has helped us become better stewards of your time, energy, and financial wellbeing. Although our name has changed, rest assured that our unwavering commitment to our values–and to you–has not changed at all. We are the same people with the same expertise and dedication to helping you build a life of prosperity. We are excited for what’s to come and we believe this new chapter is the stepping stone for even greater success in the next 20 years.
We invite you to stay connected with us and join us on our new journey as SageSpring. We are always here to help you, so if you have any questions or concerns, please don’t hesitate to reach out to your advisor. We are grateful for the opportunity to invest in you as you invest in your future.