Sage Stone Wealth Management LLC

Overview

Sage Stone Wealth Management LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges clients on a percentage-of-assets basis and supplements portfolio work with educational workshops. Investment activity shows a clear preference for liquid, exchange-traded equities and ETFs as the single largest sleeve of client portfolios, while the firm also allocates to third-party alternative managers for diversification and return enhancement. Sage Stone is not positioned as a capital allocator; it relies on external managers and pooled vehicles rather than running in-house private funds. Environmental, social and governance (ESG) criteria are not a stated investment emphasis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices