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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

An Ideal Investment Environment: 2024 Third Quarter Commentary

Stocks and bonds ascended. The Fed cut interest rates for the first time since driving rates higher in 2022. Significant reversals in stock market sector performance demonstrate the risk of chasing and timing the markets. Strong Returns All Around Healthy returns in...

8 Tips for Financial Independence and Success

The true meaning of financial independence is different for everyone. For some people, financial independence is the ability to buy a house, or to support oneself in retirement. For others, it’s the ability to transfer wealth to children or grandchildren. In its...

Should You Participate in an Employee Stock Purchase Plan (ESPP)?

Employees often have the opportunity to take part in a benefit called the Employee Stock Purchase Plan (ESPP). This allows employees to buy up to $25,000 a year in company stock at a discount, sometimes up to 15%. This benefit encourages employees to become more...

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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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