The complexities that can be inherent in managing and preserving wealth requires the attention of a specialized, responsive and ethical team. SAGE strives to build long-term working relationships with our clients and their families to reinforce our client-centered approach. The world is complex, our clients’ personal finances are equally complex. Managing wealth in an environment of ever-changing circumstances and variables requires a unified and coordinated approach backed by a team of dedicated specialists. Our process includes:

Financial Life Planning ➺

Financial Life Planning addresses everything from buying a new home to planning for a child’s education, preparing for eventual retirement and creating a plan for a client’s estate.

Investment Management ➺

Our Investment Management process requires a strict dedication to market surveillance and effective problem-solving that facilitates a process designed to best suit our clients’ investment objectives.

Client Services ➺

Our client-centered approach is based on trust, mutual respect and continuous communication to keep our clients informed and educated while serving their ongoing and evolving needs.

Our clients are comfortable knowing they have a specialized and experienced team acting as their advocate.  Our team participates in a culture governed by a deep conviction in putting others first.  Above all, we are guided by the ethos: Doing well while doing good. 

The SAGE Wealth Management Standard of Care is a holistic approach that delivers our best thinking in areas of Financial Life Planning, Investment Management, Client Services while providing coaching and guidance as you navigate from one stage of life to another.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. and SAGE Private Wealth Group. SAGE Private Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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©Raymond James Financial Services, Inc., member FINRA/SIPC