Manny Gonzalez

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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.

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General Information

Firm Start Year

2002

automated call

CRD#

6031750

Firm CRD#

283515

Name of Broker/Dealer

Sagespring Wealth Partners

Name of Custodial Firm

Sagespring Wealth Partners

Years of Experience in Financial Services

Number of Years with Current Firm

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

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Firm Information

Firm's Number of Clients

12000

Firm's Number of Planning Clients

10500

Assets Managed by Firm

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

250000

Education

Batchelor of Business Administration - Finance and Economics

Texas State University
8/2003 -05/2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890154/paladinregistry-SageSpring-Wealth-Partners-detailed-disclosure.html

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.

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Paladin Research Report For:

SageSpring Wealth Partners