Disclosures
RAYMOND JAMES
© 2022 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA / SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring or dba teams are not registered broker dealers and are independent of Raymond James Financial Services.
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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. (if pop-up window) You are leaving the Web site maintained by Raymond James. The following Web site is being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor the following Web site or its respective sponsors. Raymond James is not responsible for the content of the Web site or the collection or use of information regarding the Web site’s users and/or members.
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.
Ramsey Solution’s relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners.
Links are being provided for information purposes only. Raymond James is not affiliated and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
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. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
Chairman’s Council Ranking. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
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. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor the Tennessean is affiliated with Raymond James.
SAGESPRING
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.
Form ADV Brochure – Pre-Fidelity Transition
Form ADV Brochure – Post-Fidelity Transition
Privacy Policy – Pre-Fidelity Transition
Privacy Policy – Post-Fidelity Transition
Form CRS – Pre-Fidelity Transition
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Raymond James Financial Services Privacy Notice
Raymond James Financial Services Legal Disclosures
