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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Retirement Planning
to Achieve Your Dreams

Financial Literacy for
Kids & Grandkids

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Latest Financial Tips from Our Team

The Benefits of a Two Working Parent Household

Many families require both parents to work for financial sustainability.  However, there are many families where one parent remains home to care for the kids.  If your family has the financial flexibility for only one parent to work, and that arrangement aligns with...

Hot Topic: Series I Savings Bonds

Over the past few months, inflation has continued to rise. Standing out from the sea of negative inflation-related headlines, however, is one “positive” one: the rise in popularity of Series I savings bonds. In May 2022, the semiannual interest rate of a Series I...

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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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