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

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

Sage Wealth Solutions is a California-registered independent investment adviser that provides portfolio management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. Services described in the brochure include ongoing discretionary portfolio management, project‑based financial planning covering cash flow, retirement and risk management, and a college‑planning service that helps identify “best‑fit” schools. The firm describes a multi‑disciplinary investment process that combines quantitative, fundamental, technical, cyclical and economic analysis to select investments and monitor portfolios, and it implements both long‑ and short‑term strategies within a strategic asset allocation framework. Reviews are performed on a periodic and event‑driven basis, and client assets are held with qualified custodians (the brochure lists Charles Schwab and Fidelity) while the firm does not act as custodian. Notable features include offering project‑based financial planning on a fixed‑fee basis and a specific emphasis on college planning as part of its planning services, plus routine use of third‑party or outside managers where a single consolidated fee is debited by the outside manager and the firm’s portion is remitted to Sage. The firm was founded in January 2025 and reported no assets under management as of December 31, 2025, reflecting its recent formation.

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