Winter Park, FL Office
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Sagespring Wealth Partners
Multi-team
Firm-wide stats for Sagespring Wealth Partners
About
SageSpring serves a broad mix of individual clients (including non‑HNW and high‑net‑worth households) and a range of institutional and plan sponsors, including retirement plans, banks and thrift institutions, insurance companies, other investment advisers, state and municipal governments, and even sovereign wealth fund clients. The firm offers discretionary investment management, financial planning and consulting, retirement plan consulting, and selection/oversight of third‑party money managers.
Portfolios are tailored to each client’s objectives, risk tolerance and time horizon and can include individual stocks and bonds, ETFs, mutual funds, options, alternative investments, structured notes, and direct indexing strategies; the firm uses fundamental and technical analysis and periodic rebalancing as part of its process. SageSpring frequently leverages third‑party manager relationships and platform services (including Dynasty’s TAMP/OCIO programs) and uses tools such as Pontera to implement and monitor strategies in held‑away accounts while maintaining ongoing oversight.
Distinctive features include multi‑team scale (approximately 124 advisors managing roughly $8.5 billion for over 11,500 clients) combined with an uncommon mix of institutional client types for a firm of its size, and the ability to provide OCIO and TAMP access alongside traditional wealth management. The brochure also discloses several operational relationships and service arrangements — a Dynasty platform affiliation, an affiliated insurance agency and tax service, use of a third‑party cash product, billing on cash, and limited use of artificial intelligence for research and call summarization — all of which the firm discloses as potential conflicts it manages.
Based on Sagespring Wealth Partners
Expertise
Based on Sagespring Wealth Partners
Location
865 Balch Avenue
Winter Park FL 32789
Advisors at this office
4
Advisors at this office
Bryant C
CFP®, Series 63, Series 65
Winter Park, FL
Sagespring Wealth Partners
Bryant Carpenter is a CFP® with 14 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2025. His prior experience includes roles at Raymond James and Associates, Inc., and CNL Securities. SageSpring Wealth Partners serves a diverse client base ranging from non‑high-net-worth individuals to institutional and plan sponsor clients. The firm provides discretionary investment management, financial planning, and retirement consulting, utilizing tailored portfolios that incorporate various asset types and leveraging both fundamental and technical analysis.
Joel H
Series 66, Series 63
Winter Park, FL
Sagespring Wealth Partners
Joel Hall is a financial advisor at SageSpring Wealth Partners with six years of industry experience. He holds the Series 66 and Series 63 licenses. His prior roles include positions at Raymond James & Associates, National Christian Foundation Orlando, and CNL Securities Corp. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, utilizing tailored portfolios that may include a wide range of asset types and leveraging both fundamental and technical analysis as part of its investment process.
Riley N
CFP®, Series 66
Winter Park, FL
Sagespring Wealth Partners
Riley Nelsen is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with SageSpring Wealth Partners and has prior work history at Raymond James Financial Services, Inc., Southwestern Investment Group, Money Management Concepts, and experience at Samford University. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, providing discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with an institutional client mix and offers a range of strategies including individual securities, alternatives, and third-party manager programs.
Kyle J
Series 65
Winter Park, FL
Sagespring Wealth Partners
Kyle Jackson is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, he held roles in education at Christ Church Episcopal School, The First Academy, and Franklin Road Academy. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving individual and institutional clients including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach and leveraging relationships with third-party managers and technology platforms.
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