SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
Years of Experience in Financial Services
Number of Years with Current Firm
Can meet clients in the following ways
Registered Investment Advisor
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Firm's Number of Clients
Firm's Number of Planning Clients
Assets Managed by Firm
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosureshttps://www.financialadvisor.net/disclosure/1890153/financialadvisor-sagespring-wealth-partners-detailed-disclosure
© 2022 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners , an independent registered investment adviser. SageSpring Wealth Partners and Scroggins Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Representatives may not be registered to offer securities and advisory services in all states. .
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.