GAGE WEALTH MANAGEMENT GROUP

Overview

Gage Wealth Management Group operates as a limited liability company offering financial planning and portfolio management services aimed at individuals and small businesses. The firm is owner-operated and is set up to charge for advice via a mix of percentage-of-assets, hourly fees, and fixed fees. Its regulatory and operational profile indicates a narrow, focused practice rather than a large national advisor: it is not a multi-state adviser, not an active ESG investor, not a pension consultant, and it is not identified as a capital allocator. Investment activity centers on advisory relationships where the adviser provides planning and portfolio recommendations. The firm’s assets are reported as entirely nondiscretionary, which implies clients retain trading authority and the adviser operates in a consultative role rather than executing discretionary mandates. Gage Wealth Management Group maintains an industry tie to an insurance company, which can influence product access and planning solutions offered to clients.

Assets & Accounts

Investments & Alternatives

Location & Offices