Sagebrush Wealth Partners

Sagebrush Wealth Partners LLC is a registered investment adviser that provides portfolio management and limited financial planning to individual investors and small business owners. It offers both discretionary and non‑discretionary asset management and one‑time portfolio construction services on a fixed‑fee basis, and does not impose a formal minimum account size.

The firm’s investment approach emphasizes long‑term asset allocation across exchange‑traded funds, individual equities, and fixed income, using fundamental analysis, general economic analysis, and point‑and‑figure technical analysis; portfolios are monitored and rebalanced when allocations drift roughly fifteen percent from targets. When suitable for a client’s objectives and risk tolerance, the firm may implement derivatives strategies in separately managed accounts, including covered calls and protective puts, and uses a third‑party qualified custodian for account custody and fee deductions.

Compared with peers in its regulatory category, the firm is notable for offering financial planning and fixed‑fee planning arrangements, serving non‑HNW individual clients as well as small business/corporate clients, and providing portfolio management to individuals despite having no active SEC‑registered advisors. The firm discloses that it does not act as a private fund adviser and that an ownership interest exists in a separate, non‑investment naturopathic wellness practice that operates independently and does not receive compensation from advisory clients.