Connecting You and Your Wealth

 
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Real Life, Real Solutions

Whether you enjoy your independence, are part of a couple, or juggle a mosaic of family priorities, we offer personalized planning that respects your lifestyle, compliments your priorities, and simplifies your finances.

Helping Individuals

At heart, we’re all individuals with our own perspectives on money, life experiences, and future goals. When it comes to finances, living the single life shares many commonalities with couples and families. Yet your priorities might also be more focused on balancing life fulfillment with personal security.

We take the time to get to know you and how your finances can support your individual objectives, both now and in the future. We work with you to develop strategies that are flexible enough to adapt to the multitude of milestones, inevitabilities and transitions that life brings.

Guiding Couples

We work with new couples, established couples, and same-sex couples, both together and on an individual basis. Our plans encompass immediate, longer term, and sometimes competing life priorities. We encourage both partners in a relationship to participate in the financial decision-making process. This ensures that each of your perspectives is incorporated as you work together towards shared life goals.

Fostering Family Values

Families are the building blocks of life connections. They also expand planning considerations to a wider range of life events. We work with you to plan and prioritize both individual and collective family goals, always remaining mindful of your fundamental family values.

Furthermore, we often work with multiple family members and generations. We help with cornerstone financial education for your children, offering a financial literacy website for parents and children, SageVestKids.com, as well as educational workshops for older teens and young adults. We can also guide more sensitive family financial discussions when they arise.  At all times, we respect the privacy and integrity of you and your loved ones.