
Your Partner in Comprehensive Planning
At the Whaling Wealth Team, we pride ourselves on client-centered wealth management. We know that every client has a unique set of circumstances, priorities, and goals. We provide investment planning, retirement planning, estate planning, and investment research. With regards to our clients, we help ensure that every strategy is tailored to fit each individual person.
About Us
First, we’ll help you determine your individual and family goals. By discussing where you are today compared to where you would like to be in the future, we can ascertain what parts of your current financial plan may hinder your chances of attaining those goals. Finally, after several in-depth conversations, we’ll determine what asset allocation will be appropriate given your desired rate of return and risk tolerance.
Our aim is not to be your first financial advisor, but to be your last financial advisor. As part of our comprehensive approach, we often partner with estate planning attorneys, CPAs, and life insurance, disability, and long-term care providers in order to confirm we have all of the bases covered when it comes to your retirement. We take pride in providing exceptional customer service and forming deep and lasting friendships with our clients. With a strong focus on investment research, we specialize in helping each client achieve their financial goals.
We would love the opportunity to sit down with you for an initial consultation or an unbiased second opinion about your current financial plan. You can learn more about our team by calling our office directly at 210-382-8133 or requesting a welcome packet.

Meet Our Team
Learn more about each of the dedicated members of the Whaling Wealth Team.
Our Customized Services
Asset Management
Estate Planning
Investment Research
Investment Planning
What to Expect at an Appointment
Step 1
We get to know you.
Step 2
We are transparent.
Step 3
We work to understand your goals.
Step 4
We introduce you to our tools.
Step 5
We create a lasting relationship.
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
"*" indicates required fields
Our Location
Street Address
227 N Loop 1604 E, Suite 160
San Antonio, Texas 78232
Recent Insights

Breaking Down the Impact of Donald Trump’s Big Beautiful Bill: What it Means for Your Family and Your Finances
Amid the whirlwind on Capitol Hill surrounding Donald Trump’s “Big Beautiful Bill,” you might have missed what’s actually in this massive tax and spending law. At SageSpring, we believe in providing our clients with clear,

What to Do When You Inherit Wealth: A Roadmap for Thoughtful Stewardship
Table of Contents Imagine this scenario: Sarah is a successful professional in her late 40s who just inherited a significant sum of money and a diversified portfolio of investments from a beloved aunt. Although her

Leave Your Legacy: Wealth Transfer Planning in Tennessee
Table of Contents From the hills of Middle Tennessee to the majestic Smoky Mountains, families across our state are thinking about their legacies. And not just about how much money to leave for future generations.

Cultivating a Generational Wealth Mindset
Table of Contents When it comes to your money, are you worried about how much you have, or making what you have truly last? The test of enduring prosperity isn’t just the accumulation of assets;