SageSpring Wealth Partners

SageSpring Wealth Partners serves a broad mix of individual and institutional clients; its Brochure lists individuals (including high-net-worth clients), defined benefit and defined contribution plans, trusts, estates, charitable organizations, corporations, banks and thrift institutions, and other business entities. With roughly $8.49 billion in discretionary assets under management and a multi-advisor enterprise of about 125 advisors, the firm offers investment management, financial planning and retirement plan consulting on a personalized basis.

The firm typically provides discretionary portfolio management tailored to each client’s objectives, using individual stocks, bonds, ETFs, options, mutual funds, alternative investments, structured notes and direct indexing, with ongoing monitoring and rebalancing. SageSpring also engages third‑party managers and technology platforms—notably Dynasty’s TAMP/OCIO services and the Pontera order management tool for held‑away accounts—and may delegate day‑to‑day trading authority while retaining client relationships and oversight.

What distinguishes SageSpring from many peers is its mix of less common client types and platform arrangements: its disclosures note relationships with banks and thrift institutions, other investment advisers, and reporting relationships that include sovereign wealth fund clients. The firm’s integration with Dynasty’s network (including TAMP and OCIO programs), the use of fee‑based insurance products managed through third parties, and coordination with affiliated tax and cash‑management solutions are operational features the Brochure highlights and that can affect how advisory, platform and third‑party services are delivered.