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Secure your financial future by
making wise decisions today.

Secure your financial future by
making wise decisions today.

True wealth management encompasses
all of your financial goals and decisions.

As fee-only fiduciary advisors,
we always work in your best interest.

Investment Management

Focused on growing and preserving your wealth, with tax optimized strategies.

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Wealth Management

Join your investment and financial decisions in pursuit of your personal goals.

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Financial Planning

Clear recommendations that translate into effective real-life solutions.

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ADVICE FOR ALL
STAGES OF LIFE

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Latest Financial Tips from Our Team

Your Money: What You Need to Know for 2023

A new year brings fresh outlooks and opportunities for your finances. This webinar focuses on: The current investment environment. Tax changes that affect your retirement. Important planning for inherited IRA accounts. New tax credits for energy efficiency and...

Age 62 – Early Social Security Retirement Benefits

Age 62 is the earliest age at which you can start receiving Social Security retirement benefits. Deciding whether to claim now or wait is an important decision. Claiming early Social Security retirement benefits can make sense for some people. However, it permanently...

Age 65 – Medicare Enrollment

If you’re approaching age 65, now’s the time to consider your Medicare enrollment. Medicare is the Federal health insurance program for those aged 65 and older (plus other eligible adults). Familiarizing yourself with the Medicare program can help maximize your...

HOW DO I GET STARTED?

Contact us to take control of your financial future. SageVest offers complimentary consultations to help you determine if we’re the appropriate advisor for you.
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