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

Financial Life Planning is an ongoing and collaborative process between SAGE and our clients. Our core purpose is to help our clients create lasting legacies by managing and preserving wealth, and by providing a team of dedicated professionals, an ensemble of professionals, freeing our clients to pursue noble intentions – to leave this world a better place, enrich the lives of all they touch and serve as a catalyst for the greater good.

Check out the latest article written by one of our Wealth Advisor's, Brandon Rotsky CFP®
Relieve Stress by Focusing on Your Financial Health - 08/18/2021

Financial Life Planning

Robert Borchardt bio headshot
Robert L. Borchardt, CFP®
Investment Committee Chair, Wealth Advisor
Nickolas Brait bio headshot
Nickolas J. Brait, CFP®
Partner Emeritus
Brandon Rotsky Bio Photo
Brandon Rotsky, CFP®
Wealth Advisor
Stewart Schrader
Stewart E. Schrader, CFP®
Wealth Advisor

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.