STEWARDS FOR FAMILIES, WEALTHY INDIVIDUALS AND FOUNDATIONS
Stewardship is an ethic that embodies the responsible planning and management of resources. Our highest and best purpose as stewards to our clients is to help each define and fulfill their purpose and to bring their vision and personal mission to life.
SAGE helps select families and institutions navigate the financial, operational and emotional complexities that come with significant wealth and financial success.
In the pursuit of securing your financial future, we coordinate and help simplify challenging issues, including oversight and reporting, investment due diligence and risk assessment, providing families with comprehensive strategies, applied in a prescriptive and custom manner.
We act as a dedicated financial concierge, managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and specialists, all while providing the utmost confidentiality and privacy.
Aside from assisting in managing and preserving wealth, we also strive to promote family unity. Our professionals pursue this through financial education offerings, family governance structures and a transparent communication style.
With the constant support of our experienced advisors, we strive to give you the confidence that comes with a holistic approach to your family’s financial affairs and that aligns with your values and your mission.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.