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Our Approach

A Coordinated and Comprehensive Approach

SageVest Wealth Management goes above and beyond the services of traditional investment and financial advisors. We provide a true wealth management approach that integrates your investment and broader financial decisions under one roof. This cohesive structure allows all the elements of your finances to work together. It delivers more effective and efficient results, and most importantly, it ensures your finances remain focused on supporting your life objectives.

An Experienced Team

We’re committed to providing you with the highest caliber of service. Our team is equipped to help you meet your goals. We offer experience, deep research, sophisticated planning tools and the breadth of knowledge you need to address the full spectrum of your finances. You can be confident that you’re making wise financial decisions, that your investments are being monitored, and that you’re working with an advisor who is always looking out for your best interests.

Personalized Services

We know that your financial goals are about more than just the numbers, and we take the time to get to know what your wealth means to you. Working with SageVest, you receive personal attention and clear advice, all just a phone call or email away. We’re your sounding board and your financial partner. Whether it’s about your investments, a life change, or making a financial decision on the fly, we’re here to help.

A Financial Advisor You Can Trust

As an independent, fee-only firm and your fiduciary advisor, we are committed to always acting in your best interests. We receive no commissions or incentives. At SageVest, integrity is a requirement, and we understand that your trust must be earned.

How We Help


Fiduciary Services: YES
Fee-Only Services: YES
Investment Minimum: $1 Million
Assets Managed: $300 Million


Make a wise investment
in your future today.

Make a wise investment in your future today.