Sage Wealth Group is a wealth management firm that specializes in working with high net-worth individuals and small businesses. Our mission is to improve the quality of life of our clients by delivering comprehensive wealth management. We do this by applying our expertise in the areas of financial planning and investment management to each client’s specific situation.
Four core principles guide our approach: Trust, expertise, clarity and passion. We follow the Golden Rule of Advice: To give advice that we would follow ourselves. This entails listening carefully to our clients’ goals and distilling them into clear and attainable objectives. The next step in the process is to put us in the place of our client and apply our breadth of knowledge and experience to the situation. We ask ourselves the question: If we were the client, what would we do? It’s a simple yet powerful concept.