A complete list of active advisors currently associated with Sage Wealth Consulting, LLC

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

Sage Wealth Consulting advises individual and high‑net‑worth clients, offering discretionary portfolio management alongside both comprehensive and project‑based financial planning. Its planning services cover retirement, estate, tax and business succession planning and include specialized transition and surviving‑spouse support as standalone offerings. The firm constructs client‑specific investment policy statements and applies Modern Portfolio Theory to set asset‑allocation targets, implementing primarily passive portfolios composed of index mutual funds and ETFs on a discretionary basis. It provides ongoing monitoring and periodic reviews and generally recommends custody through an institutional brokerage platform to execute trades and hold client assets. Distinctive features for a single‑advisor practice include a subscription‑style comprehensive planning model with continuing oversight plus fixed‑fee or hourly project engagements for complex matters, including dedicated surviving‑spouse coordination and transition services. The firm’s principal is a CFP® professional who also maintains a limited real‑estate practice, and the firm operates from two offices despite having a single advisor and no additional staff.

To learn more about the advisors currently working at Sage Wealth Consulting, 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
Angela Wetzig	Sarasota, FL	11

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