Oakbrook Terrace, IL Office
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SAGE Private Wealth Group, LLC
Team
Firm-wide stats for SAGE Private Wealth Group, LLC
About
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.
Based on SAGE Private Wealth Group, LLC
Expertise
Based on SAGE Private Wealth Group, LLC
Location
18 W140 Butterfield Road, Suite 1160
Oakbrook Terrace IL 60181
Advisors at this office
8
Advisors at this office
Kenneth D
CFP®, Series 63, Series 65
Oakbrook Terrace, IL
SAGE Private Wealth Group, LLC
Kenneth Dow is a CFP® with 29 years of industry experience and currently serves at SAGE Private Wealth Group, LLC. He is the owner and managing partner of The Dow Group, a support company. His career includes roles at Morgan Stanley and Raymond James Financial Services. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process that incorporates equities, debt instruments, ETFs, mutual funds, options, and alternative investments.
Edward K
CFA®
Oakbrook Terrace, IL
SAGE Private Wealth Group, LLC
Edward Keating is a CFA® charterholder with four years of industry experience, currently serving as an advisor at SAGE Private Wealth Group, LLC. Prior to joining SAGE, he worked at Calamos Wealth Management LLC and BMO Harris Bank. He is actively involved in the Waubonsee Community College Foundation, serving as board president and participating in finance, investment, and scholarship committees. SAGE Private Wealth Group provides wealth management and discretionary portfolio management to individuals, retirement plans, trusts, estates, and businesses. The firm offers customized investment strategies and family office services, utilizing a variety of asset classes and ongoing portfolio monitoring.
Christina C
CFP®, Series 63, Series 65
Oakbrook Terrace, IL
SAGE Private Wealth Group, LLC
Christina Castrejon is a CFP® with 21 years of industry experience. She has worked at SAGE Private Wealth Group, LLC since 2023 and previously spent 18 years with Calamos Wealth Management LLC and Calamos Financial Services LLC. 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 discretionary portfolio management with a client-specific process that includes tailored asset allocation, ongoing portfolio monitoring, and use of various investment vehicles alongside family office support and fiduciary services.
Kristi W
Series 63, Series 65
Oakbrook Terrace, IL
SAGE Private Wealth Group, LLC
Kristi Wano is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Calamos Wealth Management LLC and BMO Harris Financial Advisors, Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management through a client-specific process involving tailored asset allocation and ongoing portfolio monitoring.
Nickolas B
CFP®, Series 63, Series 65
Oakbrook Terrace, IL
SAGE Private Wealth Group, LLC
Nickolas Brait is a CFP®-designated financial advisor with 44 years of industry experience, currently affiliated with SAGE Private Wealth Group, LLC in Oakbrook Terrace, IL. He has held roles at Raymond James Financial and South Prospect Partners, and since 2017 has coached financial advisors on business development through the Oechsli Institute. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process involving tailored asset allocation and ongoing portfolio monitoring, utilizing a range of investment vehicles and analysis techniques.
Robert B
Series 63, Series 65
Oakbrook Terrace, IL
SAGE Private Wealth Group, LLC
Robert Borchardt is a financial advisor at SAGE Private Wealth Group, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations. His previous roles include positions at Raymond James Financial and RLB Financial Services, Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process that incorporates tailored asset allocation, rebalancing, and a range of investment strategies.
Joshua Y
Series 63, Series 65
Oakbrook Terrace, IL
SAGE Private Wealth Group, LLC
Joshua Youel is a financial advisor at SAGE Private Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management Inc. He has been with SAGE Private Wealth Group since 2023. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that includes tailored asset allocation and ongoing portfolio monitoring.
Peggy H
Series 66
Oakbrook Terrace, IL
SAGE Private Wealth Group, LLC
Peggy Hauser is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at SAGE Private Wealth Group since 2015 and previously spent five years with Raymond James Financial Services Advisors Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that incorporates tailored asset allocation and diverse investment strategies.
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