Sagebrush Wealth Partners

Sagebrush Wealth Partners provides portfolio management services to individual investors and small business owners and offers limited financial planning on request, covering retirement planning, cash flow analysis, and general investment planning. The firm works with both discretionary and non‑discretionary arrangements and maintains client assets with independent custodians, using standard custodial reporting for client statements.

Portfolios are constructed primarily with exchange‑traded funds, individual equities, and fixed income, and the firm applies fundamental analysis, general economic analysis, and point‑and‑figure technical methods within a long‑term asset allocation framework that triggers rebalancing when allocations drift 15% or more. When appropriate for a client’s objectives and risk tolerance, the firm may implement options strategies—including covered calls and protective puts—which represents a limited use of derivatives in managed accounts.

Compared with many peers, the firm’s client mix includes small business or corporate accounts in addition to individuals, and it uses operational practices that differ across custodians: advisory fees for accounts at one custodian are deducted through that custodian’s billing system while accounts at the other custodian and business accounts are billed by invoice, and cash balances are excluded from fee billing though included when determining tier breakpoints. The firm’s owner also serves as its chief compliance officer and discloses an unrelated ownership interest in a separate naturopathic practice, maintained as a distinct legal entity with separate records.