Connecting You and Your Wealth

 
img_women

We Meet The Distinct Financial Interests Of Women

Today, more women are participating in the workforce, managing household finances and often balancing family, work, social involvement, caretaking and more.  Women also tend to live longer, with greater planning requirements.  SageVest appreciates the multitude of considerations relevant to your life, your financial choices, and your planning needs. 

An Advisor Who Listens And Understands You

It can be difficult to find an advisor who respects your personal experiences and understands the balance you seek between financial and life goals.  Our personalized approach emphasizes shared discussion, thoughtful objectives, and forward thinking.

We encourage your questions as a way of getting to know you better and to learn what your wealth means to you. Whether you’re a corporate executive looking to strategize, a busy mom juggling career and family needs, newly divorced and suddenly responsible for your own finances, or a widow seeking compassionate advice about the path forward, our collaborative approach inspires the confidence you need to own your financial decisions and your future.

Guidance That’s Personal, Flexible, And Clear

Key to your success is a personalized plan that’s easy to implement and flexible enough for life’s realities. 

Our proactive planning approach allows you to achieve longer-term financial security, while meeting shorter-term financial objectives for you and your loved ones. Recommendations are presented in a clear and understandable way, tailored to your individual preferences. Because we appreciate your busy lifestyle, we are happy to implement many of the financial choices you select, but always encourage you to remain engaged and active in managing your finances to your own comfort level.

Financial Security for You and Your Loved Ones

If you’re a woman in charge of your finances, you want to know that you’re prepared for today and tomorrow.  You also want your financial plan to be cognizant of the fact that success extends beyond your balance sheet, to a multitude of life achievements and objectives. As a woman, it often also extends to the wellbeing of loved ones and causes close to your heart.  We recognize the need to intertwine these important facets into a cohesive framework that supports you and what matters most.