Who Do You Want To Be When You Grow Up?
We work diligently to understand all aspects of who you are and aspire to be – then, based on your goals and ambitions, we craft a workable plan designed to aid you in pursuing those goals. By supporting your objectives with sound advice and our compliment of resources, we aim to help you take your potential further, to be the best version of yourself. We do this by asking the tough questions to determine what’s most important to you and your family.
The SAGE Wealth Management Standard of Care is more than delivering our best thinking in the areas of financial life planning, investment management and estate planning. At its core, it provides a holistic view of our relationship with our clients and the role that we play in their lives. We believe this approach enables the Wealth Advisor to anticipate the client’s needs as they move from one stage of life to another. When we begin to work with them and build a financial plan, part of our job is to bring questions to their attention that they might not have considered. We work from a Standard of Care that helps us think strategically about everything our clients should be considering as their lives evolve. Our Standard of Care helps us answer critically important questions such as “What am I missing that could hurt me?” and “What am I missing that I could take advantage of?”
SAGE Wealth Management Standard of Care: