A complete list of active advisors currently associated with Sage Stone Wealth Management LLC
Warmer can help you find a great advisor at Sage Stone Wealth Management LLC or one who fits your needs even better.
Sage Stone Wealth Management advises individuals (including high‑net‑worth clients), charitable organizations, foundations, pension and profit‑sharing plans, and businesses, providing comprehensive portfolio management, financial planning consultations, separate account management, sub‑adviser services, investment policy statement (IPS) creation and portfolio monitoring. The firm conducts an initial complimentary interview and implements services under written agreements that typically include ongoing account review and quarterly reporting. Investment decisions are grounded in fundamental analysis and can combine passive and active elements — portfolios commonly include ETFs, mutual funds, individual equities and bonds, with client‑directed ethical screens and specific strategies such as an Inflation‑Hedged approach and a Dividend Strategy; the firm may, in some accounts, employ margin. Fees are generally percentage‑of‑assets billed quarterly for managed accounts, and financial planning is available on an hourly basis. Distinctive operational features include a formal proxy‑voting framework (effective May 1, 2025) that uses Institutional Shareholder Services and gives clients the option to have proxies voted according to either Catholic Faith‑Based U.S. Voting Guidelines (labeled “Faith Driven Investing”) or ISS’s SRI guidelines. The firm also participates in an institutional platform that provides access to educational conferences, roundtables and webinars and other practice‑management resources, a capability that the brochure highlights alongside its custody and service relationships.
To learn more about the advisors currently working at Sage Stone Wealth Management LLC, 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 |
|---|---|---|
La Jolla, CA
| 15
| |
La Jolla, CA
| 23
| |
La Jolla, CA
| 1
|
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