Investment Services
SageSpring Wealth Partners was established in 2002 with the idea of helping good people enhance their lives through prudent and well-reasoned financial guidance from a team of financial professionals.
Our Approach
Wealth accumulators, retirees, business owners, and executives all have varying degrees of financial needs. Oftentimes, busyness or confusion get in the way of achieving financial success. The reality is that you don’t have to walk this path alone. You can have a trusted advisor that knows your situation and helps plan for life’s challenges.
Our comprehensive and personal planning process takes a critical look at your situation from a tax, investment, estate, and risk management perspective. We connect and communicate your needs to our network of professionals, ensuring your best interests are held paramount. Our goal is to help you save on taxes, enjoy your ideal retirement, and live a life of generosity and purpose.
Our Company
As an independent financial firm, we have no products to sell you, no minimums we need to hit each week. Our only goal is to be the best stewards of your finances that we possibly can be. We will always go above and beyond what is expected of us and provide the highest level of service.
As the local branch of a large company, we can offer you the best of both worlds. Here in Knoxville, we can provide the client focused approach of a small firm where everyone is happy to help, and you will never get lost in a maze of hallways or wonder which floor you are supposed to be on.
Behind us we have the resources and knowledge of two powerhouses in SageSpring Wealth Partners and Raymond James, two companies that both believe in the importance of helping you reach financial independence, so you can focus on what’s important—personally, professionally, and spiritually.
Services
Retirement Income Planning
Your golden years should be your best years. That’s why we carefully help you plan your retirement contributions based on your goals, then craft a strategy for making sustainable retirement withdrawals, as well as getting the most out of your social security, pension, and Medicare benefits.
Investment Management
When it comes to building wealth, planning when, where, and how to invest wisely can make all the difference. Decades of experience enable us to help you select the right investments, manage your portfolio and assess investor risks, and allocate your assets to allow for maximum growth.
Charitable Giving
Being charitable is one of the many ways we can make a notable difference in our world. If you have causes or charities that are close to your heart, we can guide you in making a strategic impact with your giving, including any available tax benefits.
Estate Planning
We want to help you leave a legacy for your family. Our advisors offer careful guidance in asset positioning, helping to reduce your family's tax burden, trust implementation, and more.
Tax-Integrated Planning
With the right strategy, your taxes can work in your favor. We partner with CPAs and tax professionals to assist with tax return reviews, reporting, as well as Roth conversion and advice on the most effective charitable giving.
Tax-Efficient Investing
Getting the most out of your income is essential for maximizing your savings and investments. Our philosophy is to make your money work harder. Through tax-efficient practices, we ensure you’re designed to get quality returns when you file.
Travis Cullman, CFP®, CPFA, CKA
Executive Vice President – Partner, SageSpring
P: 865.686.5202 F: 8653622.9579
Travis.Cullman@sagespring.com | sagespring.com
136 Concord Rd, Knoxville, TN 37934
STEWARDSHIP. TEAMWORK. FAMILY. You Invest In Your Future. We invest in you.
Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (wish plaque design and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 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, Southwestern Investment Advisory Services, Inc. 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.
Raymond James is not affiliated with and does not endorse the opinions or services of tnConnect Credit Union.