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

SAGE’s Leadership Team is a group of individuals with knowledge, experience and time-tested in managing businesses within the Financial Industry. SAGE leadership adheres to and lives by the four SAGE principles and values: Honesty, Integrity, Accountability and the Pursuit of Excellence.

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.