Integrity

We act with the highest integrity in the best interest of our clients, placing their interest above our own. We disclose to our clients all sources of compensation and any conflicts of interest should they arise, for recommendations being made and for the service performed.

Relationships

We work hard to bring value to our clients. We know our clients and make every effort to communicate with them often. We challenge and encourage our clients and co-workers to achieve their individual potential.

Advice

We develop strategic alliances with like-minded professionals to enhance our core competencies and serve our clients more effectively. We evaluate and monitor our strategies and adjust where necessary.

Welcome to Sage Wealth Group

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.