Company

SAGE Consulting & Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help each of our clients work toward financial stability and security.

OUR COMMITMENT

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you work toward your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to helping you work toward realizing your dreams.

OUR PRINCIPLE

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial future. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 610.440.2772 .