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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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ADVICE FOR ALL
STAGES OF LIFE

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Latest Financial Tips from Our Team

Webinar: Your Money — What You Need to Know for 2024

As we begin the year, investors ponder if the strength of the markets in 2023 will extend into 2024.  We discuss the factors that drove market performance last year, the financial landscape as we enter 2024, and the pros and cons that face the markets ahead. Click...

Supplemental Group Life Insurance

Most companies offer their employees a range of benefits, including life insurance.  Many companies offer life insurance benefits at no cost to you, but the coverage level is often limited to relatively low amounts.  If you need more life insurance, you might have the...

Attention Is Back on Bitcoin

Bitcoin is returning to the spotlight after the Securities and Exchange Commission (SEC) recently approved Exchange Traded Funds (ETFs) that hold Bitcoin futures. Investors are likely to see a marketing push promoting new Bitcoin ETFs. But are they appropriate for...

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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