We are an independent, fiduciary, and fee-only firm that helps our clients meet their financial goals while treating them with integrity and managing their assets as we would our own. For over a decade, we have been assisting small business owners, affluent individuals, tribal entities, and other professionals with growing and preserving their wealth.
As an independent wealth management firm, we provide consultative financial planning and disciplined investment management, both of which are custom designed to match the unique needs of each client. At Sage Capital, we understand the concerns people face as they plan for their future.
As an independent wealth management firm, we provide consultative financial planning and disciplined investment management, both of which are custom designed to match the unique needs of each client. At Sage Capital, we understand the concerns people face as they plan for their future.
Services
More than a decade later, our team continues to grow and our Sage Promise is stronger than ever. In addition to our education programs, wide range of services, and client events, Sage is home to a team of talented people, including two highly accomplished Chartered Financial Analysts (CFAs).
If you require services outside our realm of expertise, we partner with trusted third-party custodians and professionals to make sure our clients' needs always come first.We are proud of our ability to serve our clients free from a corporate structure with a team of hardworking individuals who embrace our values and help make a difference for our clients and our communities.
If you require services outside our realm of expertise, we partner with trusted third-party custodians and professionals to make sure our clients' needs always come first.We are proud of our ability to serve our clients free from a corporate structure with a team of hardworking individuals who embrace our values and help make a difference for our clients and our communities.
My passion is to build portfolios and develop lasting relationships with the clients who trust us to grow their assets. As Director of Investments, I use my 20+ years of investment experience building personalized portfolios with our Chief Investment Officer to help you achieve not only your investment objectives, but also your life objectives, which successful investments will free you to pursue.
You've worked hard to build your wealth and have goals for it that are unique to you. We take the time to learn about you and understand the specific needs and goals you have. You gain confidence and attain peace of mind knowing you are working with a firm that believes managing your assets is a personal experience.
Our team has more than 15 years of experience providing investment, advisory, and financial management services to tribal entities. Tribal governments face unique financial challenges and we've built our Native American Division with your best interests in mind. We'll create a strong investment program that will provide individual accounting for each minor while pooling funds for efficient investing.
We are a true wealth management firm for our clients. Rather than simply buying mutual funds on your behalf, we invest in individual issues that are unique to your goals and objectives using our proprietary due diligence investment process. But we don't just invest your money. We are also a resource and advocate as you navigate your finances through life's changes.
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