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Investment Management

Your Investments Are Integral to Your Success

A well-tailored investment strategy is an essential element of your financial success. As a client, you work with a team of dedicated investment professionals with the tools, resources, and experience to navigate your investment decisions.

Asset Management That Makes Sense for You

We believe that your life’s work and goals deserve more than a generic questionnaire to determine your investment structure.  SageVest Wealth Management engages in meaningful discussions to learn about you, your financial needs and future goals, your investment history and experience, and how you encounter and react to risk. From there, we build and actively manage your portfolio, always putting your personal objectives at the helm of every investment decision.

The Investment Positioning You Need

Our independent structure and a wide range of investment options allow us to select the most appropriate investment vehicles for each of our clients. Furthermore, the aggregate of assets we manage allows us to access institutional investments on your behalf.

Portfolios are customized and may include the following in pursuit of your personal investment objectives:

  • Bonds for capital preservation, income, risk reduction, and cash flow needs.
  • Stocks for growth, dividends, longer-term goals, and a hedge against inflation.
  • Domestic and international holdings for geographic, economic, and geopolitical diversification.
  • Real estate for appreciation, income, and exposure to hard assets.
  • Passive index and actively managed investments for efficient and effective deployment.

Environmental, social and governance (ESG) investment structures are also available to clients upon request.

The Diligence You Deserve

SageVest Wealth Management follows a rigorous process, focused on preserving and growing your wealth, and designed to deliver results. Our advisors conduct active and ongoing investment due diligence. We remain abreast of changes among specific investments, market segments, and the broader economy, ensuring your investments remain aligned with your objectives.

Our wealth management services include:



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.