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Secure your future.
Elevate your potential.

Secure your future.
Elevate your potential.

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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Latest Financial Tips from Our Team

The Financial Aspects of Being a Law Firm Partner

Becoming an equity partner at a law firm is a major career milestone — one often seen as the pinnacle of success in the legal profession.  It can also be the catalyst for your future wealth creation.  But beyond the associated prestige and influence, partnership also...

How to Take Advantage of a Down Market

Market downturns are never fun, but they can open the door to opportunities.  Seizing these opportunities can enhance your finances and your outlook during difficult times.  Here are a few strategies that might be appropriate during a market downturn. Buy on Dips The...

2025 First Quarter and Current Commentary

U.S. stocks started a sharp reversal in February on tariff concerns. Their descent accelerated post the quarter’s end when formal tariff rates were announced and imposed. International stocks rallied through March but also reversed course sharply at the start of April...

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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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