John O'Connor, CFP®
By focusing on both the technical aspects of financial planning and the human side of your goals, we provide solutions that help you build, protect, and manage your wealth with intention, turning your financial vision into reality.
Our approach is grounded in collaboration and trust, ensuring you feel confident and empowered every step of the way. Whether you're planning for retirement, growing your investments, or leaving a legacy, we partner with you to craft a personalized roadmap that aligns your financial decisions with your values and aspirations.
By focusing on both the technical aspects of financial planning and the human side of your goals, we provide solutions that help you build, protect, and manage your wealth with intention, turning your financial vision into reality.
3002771529
SAGESPRING WEALTH PARTNERS
TN
5
Non-Profit Organizations, Businesses, Individual Investors
Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers
Life, Long Term Care, Health, Disability
Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities
Yes
Your Office, Email, Phone, Our Office, Video Conference
Fee-Only
Based on Assets
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
