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.

OUR PROCESS »

Retirement Planning
to Achieve Your Dreams

Financial Literacy for
Kids & Grandkids

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Latest Financial Tips from Our Team

Planning for the Unexpected with Your Pets

What if sudden, unexpected circumstances beyond your control were to prevent you from caring for your pet?  You could be in a car accident, have a health emergency or pass away.  The caretaking need could be temporary or permanent.  Even if you’ve planned for your...

Estate Planning for Your Pets

Our pets bring a great deal of unconditional love and friendship into our lives.  Many people view their pets as members of the family.  What would happen to your pet in the event of your death or incapacity? Our pets are completely dependent on us for their care and...

Embracing PayPal and Venmo

Chances are, if you order online, you’ve noticed the option to pay by credit card or PayPal. But digital payment apps like PayPal and Venmo have also become commonplace in everyday transactions outside of online shopping. You may be wondering if they are secure, what...

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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