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.

Leadership Team

Nickolas Brait bio headshot
Nickolas J. Brait, CFP®
Partner Emeritus
Noha ElShareif-Taha
Noha Elshareif-Taha
Chief Strategy Officer & Partner
Peggy L. Hauser bio headshot
Peggy Hauser
Partner, SAGE Ambassador
Khaled Taha
Khaled A. Taha
CEO & Managing Partner, 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.

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Disclosures

SAGE Private Wealth Group Form CRS


This website is a publication of SAGE Private Wealth Group. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Additional information regarding SAGE Private Wealth Group including its fees, can be found in SAGE’s Form ADV, Part 2. A copy of which is available upon request or online at www.adviserinfo.sec.gov. Accounting and tax services are offered through SAGE Tax Advisory, a full service certified public accounting firm. SAGE Private Wealth Group is affiliated with SAGE Tax Advisory, SAGE White Label Services, SAGE Advice Group Enterprise, LLC, and SAGE PWG Foundation.