Client Service Excellence You Not Only Deserve, But That Your Wealth Demands

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 professionals.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.