Southwestern Investment Group Announces Upcoming Name Change to SageSpring Wealth Partners

Southwestern Investment Group's new name and brand bring refreshed outlook and alignment with the firm's vision.

FRANKLIN, Tenn., Oct. 25, 2022 /PRNewswire/ -- Southwestern Investment Group, a prominent wealth advisory firm, announces a new name to be implemented on November 7^th, 2022. The new name, SageSpring Wealth Partners, reflects the firm's desire to offer wise guidance and cultivate long-lasting relationships with clients.

"More than twenty years ago, we started our company with a vision to serve clients exceptionally well and provide comprehensive financial advice," SageSpring's CEO Jeff Dobyns said. "Since that inception, we have held various names, but we have always remained true to this vision," he said.

The company will retains its team of more than 60 advisors across the United States as of 10/24/2022. The firm's advisors enter this new chapter with a renewed commitment to clients' financial goals, and a pledge of transparency throughout the brand transition.

As Southwestern Investment Group fully transitions to its new independently-owned RIA organization, its leadership team is delighted to introduce clients to the name and brand message that better encompasses its identity. CEO Jeff Dobyns speaks for everyone at the firm when he says he "look[s] forward to what lies ahead for our company and our clients."

From humble beginnings in 2002 to today, Southwestern Investment Group continuously takes a holistic approach to financial advice. By prioritizing clients' wellbeing, SWIG gets to know what matters to clients in order to tailor counsel, helping clients reach their financial goals. Southwestern Investment Group's comprehensive money-management strategies help clients build a life of wealth and long-lasting financial independence. For more information or to speak to an advisor, visit swinvestmentgroup.com

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Media Contact
Sarah Esposito
Director of Business Development, SWIG
Branch Associate, RJFS
615.861.6098

801 Crescent Centre Drive, Suite 600
Franklin, TN 37067

SOURCE Southwestern Investment Group

WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?

440k+
Newsrooms &
Influencers

9k+
Digital Media
Outlets

270k+
Journalists
Opted In

GET STARTED