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Concentrated Stock Strategies

Advising on an efficient way to help reduce portfolio risk over time through structured sales of a single stock.

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SAGE Private Wealth Group
630.933.0000

18W140 Butterfield Rd.
Ste 1160
Oakbrook Terrace, IL 60181-4846

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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.

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