SAGE WEALTH PLANNING

Overview

Sage Wealth Planning is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm combines comprehensive financial planning with discretionary portfolio management and targeted pension consulting services for small businesses. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning. Investment activity is weighted heavily toward public funds: mutual funds represent the largest single allocation within client portfolios. The firm is not positioned as an institutional capital allocator; instead it sources third-party strategies and funds to build diversified client portfolios. Sage Wealth Planning reports it is not an active ESG investor and does not identify as a multi-state adviser, although it maintains multiple offices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices