Colorado Springs, CO Office

SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals (including high-net-worth clients), retirement plans, trusts, estates, and business entities. The firm provides wealth management and continuous discretionary portfolio management alongside services such as donor-advised fund advice, retirement-plan fiduciary services, and coordinated family office support.

The firm describes a client-specific process that begins with a discovery meeting to gather financial information, define goals and risk tolerance, and implement a tailored asset-allocation and rebalancing plan. Investment implementation typically uses equities, corporate and municipal debt, ETFs, mutual funds, options and, when suitable, private placements or alternative investments, with advisors employing fundamental, technical and cyclical analysis and monitoring portfolios on an ongoing basis.

Noteworthy aspects disclosed in the brochure include an affiliation with an accounting practice that provides tax and accounting services and is recommended to clients (a relationship the firm acknowledges as a potential conflict of interest). The firm also emphasizes a broad family office capability — including consolidated reporting, tax coordination, estate and philanthropic planning, and trust-administration assistance — and discloses referral and custodial benefit arrangements with custodians that may affect brokerage selection.