A complete list of active advisors currently associated with SagePro Wealth Management
Warmer can help you find a great advisor at SagePro Wealth Management or one who fits your needs even better.
The firm provides discretionary portfolio management and financial planning to individual investors — including high‑net‑worth clients — as well as pension and profit‑sharing plans, trusts, foundations and charitable organizations. Services are tailored to client goals and risk tolerance and may include investments across equities, fixed income, options and other securities. Investment decisions are made from client‑specific information gathered at onboarding and updated periodically, with portfolio reviews at least quarterly and written discretionary authority obtained before trading. The firm applies fundamental analysis, modern portfolio theory and technical analysis and uses a mix of long‑ and short‑term strategies, including options, margin and short sales, and aggregates trades across accounts when feasible. Distinctive features include the use of performance‑based fee arrangements for qualified clients alongside asset‑based accounts (side‑by‑side management), with fees assessed on outperformance using a high‑water mark and periodic supervisory review to mitigate conflicts. The firm’s client mix that includes pension/profit‑sharing plans and its operational practices—such as permitting directed brokerage and block trading—are less common among peers and shape how it implements and monitors strategies.
To learn more about the advisors currently working at SagePro Wealth Management, 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 |
|---|---|---|
Chantilly, VA
| 9
|
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