A complete list of active advisors currently associated with Sage Mountain Wealth Management
Warmer can help you find a great advisor at Sage Mountain Wealth Management or one who fits your needs even better.
Sage Mountain Wealth Management is an independent registered investment adviser formed in July 2022 that provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients, small businesses, charitable organizations and private foundations; the firm reports about $12.17 million in discretionary assets under management and typically requires a $100,000 account minimum (which may be waived). Financial planning engagements generally focus on retirement but are customized to the client’s circumstances, and clients receive a written Investment Policy Statement as part of the onboarding process. The firm combines fundamental and quantitative analysis with a globally diversified, long‑term, disciplined approach, commonly using index funds, ETFs and individual equity positions and, when appropriate, alternative investments for accredited investors. Most accounts are managed on a discretionary basis under a limited power of attorney, reviewed at least quarterly, and the adviser emphasizes ongoing client communication and coordination with other professionals when needed. What is comparatively uncommon about the practice is its explicit willingness to serve charitable organizations and private foundations, client types that are less frequently served by single‑advisor independent firms. The sole owner also serves as the firm’s Chief Compliance Officer, the adviser regularly holds individual stock positions and closely monitors related news events, and the firm documents safeguards around fee withdrawals and concurrent invoicing to both custodian and client.
To learn more about the advisors currently working at Sage Mountain Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Horseshoe Bend, ID
| 3
|
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