A complete list of active advisors currently associated with Sage Wealth Advisory

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

Sage Wealth Advisory provides discretionary portfolio management and financial planning for individuals and high‑net‑worth clients, and also serves charitable organizations, corporations and state or municipal government entities. The firm prepares individualized Investment Policy Statements and delivers services such as asset allocation, security selection, and ongoing portfolio monitoring. Investment decisions are made under discretionary authority and are guided by fundamental and cyclical analysis as well as Modern Portfolio Theory, with client risk tolerances and any investment restrictions documented in each Investment Policy Statement. Sage generally uses Charles Schwab for custody and trade execution and bills asset‑based advisory fees on a monthly basis that are deducted from client accounts. Noteworthy operational features include that the firm, formed in late 2022, reports virtually all client assets as discretionary and does not impose an account minimum, and it serves a broader mix of institutional and individual clients than is typical for a small advisory team. The firm’s lead principal holds CTFA and AIFM credentials, and Sage does not routinely vote client proxies, leaving proxy voting to clients unless assistance is requested.

To learn more about the advisors currently working at Sage Wealth Advisory, 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.