Craft & Sage Wealth

Overview

Craft & Sage Wealth is an independent registered investment adviser set up as an LLC and registered with the SEC in 2023. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that builds portfolios and selects outside managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is blended across AUM-based fees, hourly charges, and fixed fees. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a pension consultant or related adviser. An industry affiliation with an insurance company is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices