A complete list of active advisors currently associated with Wellsage Wealth Management LLC
Warmer can help you find a great advisor at Wellsage Wealth Management LLC or one who fits your needs even better.
Wellsage Wealth Management LLC provides discretionary portfolio management, financial planning, and financial education services to individuals, high‑net‑worth clients, family offices, and small businesses. In its initial Form ADV filing the firm reported no assets under management and operates as a fee‑only fiduciary. The firm emphasizes cost‑efficient, long‑term portfolio construction with low‑cost ETFs as the core, adding individual securities, options overlays, or targeted diversifying exposures only when appropriate; alternative exposures are implemented exclusively through publicly registered or exchange‑traded vehicles and are generally targeted at under 10% of a portfolio. Wellsage uses centrally managed “House” or model portfolios as a scalable starting point and tailors allocations to each client’s Investment Policy Statement, applying tax‑aware implementation and periodic rebalancing. What differentiates the firm from many peers is its explicit financial education offering and seminar/workshop programming — including next‑generation and executive education delivered one‑on‑one, in family settings, or as group workshops — alongside an hourly billing option for planning and education work (standard hourly rates disclosed in the brochure, with discounts and a limited number of complimentary hours for advisory clients). The firm is newly formed and founder‑owned; the principal combines legal and business graduate credentials with recent corporate strategic finance experience, and the firm does not sponsor private funds, a narrower product scope than some managers.
To learn more about the advisors currently working at Wellsage Wealth Management 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 |
|---|---|---|
Northville, MI
| 6
|
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