A complete list of active advisors currently associated with Craft & Sage Wealth

Warmer can help you find a great advisor at Craft & Sage Wealth or one who fits your needs even better.

Craft & Sage Wealth provides investment management, financial planning, and investment analysis to individuals (including high‑net‑worth clients), trusts, corporations, and charitable organizations. The firm also advises clients on publicly traded and privately held real estate investments and facilitates relationships with third‑party managers. Its investment process combines quantitative, fundamental, technical, and economic analysis to identify investments favored by proprietary models and to align portfolios with clients’ short‑ and long‑term goals. C&S Wealth typically manages accounts on a discretionary basis, may engage third‑party managers (including ESG‑focused models), and uses model outputs together with professional judgment while monitoring model risk. Notably, C&S Wealth discloses the use of client endorsements in its advertising, a practice that is uncommon among similarly sized team advisory firms. The firm also operates affiliated insurance and real estate entities and maintains referral and platform relationships (including with a securities platform provider), which it discloses as potential conflicts of interest when recommending outside products or services.

To learn more about the advisors currently working at Craft & Sage Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.