VETTED
Manny Gonzalez
CFP®


Tel: 210-907-7024 227 N Loop 1604 E Suite 160 San Antonio, TX 78232
We invest in you
About Manny Gonzalez
Manny Gonzalez, CFP® is a financial planner with over 14 years of experience and the founder of Gonzalez Wealth Team at SageSpring Wealth Partners, an independent fiduciary wealth management firm. He works with individuals and families who have accumulated meaningful wealth and are seeking a trusted professional to help them manage complexity, reduce risk, and make confident long-term decisions.
Manny specializes in comprehensive wealth management, integrating investment management, financial planning, tax-aware strategies, and estate planning coordination into a cohesive, forward-looking strategy. His clients value having a single point of contact who understands the full picture not just their portfolio, but their family, priorities, and long-term legacy.
His philosophy is rooted in the belief that financial planning is about more than numbers; its about people, priorities, and peace of mind. Mannys approach is proactive, disciplined, and thoughtfully customized to each clients circumstances. As an independent advisor, he is not limited to proprietary products or a single investment platform, allowing him to implement a broad range of strategies and adapt as markets and life evolve.
Equally important is the client experience. Manny believes great service means being accessible, responsive, and clear especially during moments that matter most. He is committed to creating an environment where clients feel supported, informed, and confident as they navigate important financial decisions.
Family plays a central role in Mannys life and work. Inspired by the opportunities created by his father and grandfather, he is deeply committed to helping clients protect what theyve built and transfer wealth with intention and clarity. Manny lives in New Braunfels with his wife and two boys and works with clients both locally and virtually. Outside the office, he enjoys golf, fishing, staying active, traveling, classic cars, and coaching his kids sports teams.
About SageSpring Wealth PartnersAs a comprehensive planning-based financial advisory firm, we take a holistic approach to financial advice and tailor our counsel to help you meet your personal goals and assist in building a life of wealth and long-lasting financial independence. Distinctly principled, we are committed and accountable to your values. We educate you along the way to building a life of wealth, so you can focus on what is important - personally, spiritually, and professionally.
See DisclosuresGeneral Information
Firm Start Year:
2002
Name of Broker/Dealer:
Sagespring Wealth Partners
Name of Custodial Firm:
Sagespring Wealth Partners
Number of Years with Current Firm:
14
Work with the following types of clients:
Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided:
Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Services
Investment Types:
Commodities, Exchange Traded Funds (ETFs), Annuities, Stocks, Alternative Investments, Mutual Funds, Bonds, Socially Responsible Investments (SRI)
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Your Office, Email, Phone, Our Office, Our Offices, Video Conference
Compensation and Fees
Fee Structure:
Fee-Only
Minimum Portfolio Size for New Managed Accounts:
250000
Firm Information
Firm's Number of Clients:
12000
Firm's Number of Planning Clients:
10500
Assets Managed by Firm:
$8B
Education
Batchelor of Business Administration - Finance and Economics:
Texas State University
8/2003 - 05/2008
Disclosures
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.
Additional Detailed Disclosures
Disclaimer
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 SageSprings web site on the internet should not be construed by any consumer or prospective client as SageSprings 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.
14 Years of Experience
Compliance
Registered Investment AdvisorYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
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