CRAFT & SAGE WEALTH

Overview

Craft & Sage Wealth is an independent, SEC-registered registered investment adviser organized as an LLC that positions itself as a capital allocator for both individuals/families and institutional clients. The firm provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements are flexible, including percentage-of-AUM fees along with hourly and fixed-fee engagements, which suggests they serve a mix of wealth levels and planning needs. Investment activity is centered on pooled public funds and mutual funds as the primary vehicle for client exposures, supported by third-party alternatives allocations into private placements and real estate. The firm maintains an insurance-company affiliation that supports its distribution of annuities and insurance-linked solutions alongside traditional investment products. Craft & Sage Wealth does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices