With a strong intellect for strategy and successful history of turning vision into reality, CEO and Managing Partner Khaled Taha founded SAGE Private Wealth Group in 2011.
With over 20 years of experience in the financial services industry, Khaled has a proven and successful track record of working with individual, high net-worth and institutional clients as well as entrepreneurs who seek to manage, preserve and transfer wealth. He brings his experience and passion to the table as he partners with clients in defining and pursuing what is most important in their financial lives and ensures a Wealth Management Standard of Care for which we can be proud.
Khaled has utilized his expertise and knowledge to guide professional athletes and those in the entertainment industry through every phase of their career to position them for success while reaching their fullest potential using a holistic approach to wealth management. He carefully selects each individual and works with them on a personal basis, developing strategies to maximize their financial goals.
“Our clients’ trust and satisfaction are the cornerstone of our practice,” Khaled says, “and is the driving force not only in the value-enhancing growth of SAGE, but also the template from which all of our partners and associates strive to build SAGE into a leading wealth management firm.
Khaled began his career with Edward Jones and, during his tenure, was entrusted with the recruiting activities of his region and responsible for the significant growth his region experienced. He was invited to become a partner with the firm and served as a mentor to other financial advisors.
His strong work ethic extends to his civic and personal life, including numerous missions to work with disabled and orphaned children in the Middle East, active participation in local not-for-profit organizations, a strong passion for micro-finance, and supporting the arts. Khaled, along with his wife Noha and their two children, are also involved in various philanthropic efforts in Puerto Rico.
Khaled believes, by offering his talents, he can play an important role in the lives of his clients and help them live up to the maxim of “doing well while doing good.”
- Indiana University’s Kelley School of Business, B.S. Business
Certifications & Licenses
- Series 66
- Series 63
- Raymond James Chairman’s Council, 2016-2020 *
- Raymond James Global Top 50 Award, 2019 **
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
**The Raymond James 2020 Global Top 50 is an event that takes place in February 2020. Invitees are selected based on 2019 fiscal year production. There are approximately 50 attendees, though that number may vary based on those who are invited and available to attend the event. Attendance at this event may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for being invited to this event.
Awards and recognition like the Global Top 50 are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospect will experience a higher level of performance. A more thorough disclosure of the criteria for these awards is available by
contacting the adviser. The adviser’s relationship with Raymond James has changed since this award was granted.