Sage Wealth Planning

Overview

Sage Wealth Planning LLC is an independent registered investment adviser that provides wealth management and financial planning to individuals and families. The firm is organized as an LLC and registered with the SEC in 2025. Its service mix centers on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fees are charged as a percentage of assets under management and via fixed-fee engagements. Sage does not identify as an active ESG investor and is not positioned as a capital allocator; instead it relies on third‑party managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices