Sage Wealth Group provides fee-only, fiduciary financial planning and investment management for people seeking to secure and manage their financial future. Its services focus on tax-efficient retirement planning and are designed primarily for retirees, pre-retirees, and wealth accumulators. The firm’s typical clients are age 55 or older, have more than $500,000 in investable assets, and are retired or approaching retirement. They may receive Social Security or a pension and own a primary home, vacation property, or residential rental property.

Sage Wealth Group emphasizes professional standards, independent advice, and a tax-focused approach to planning. Its financial planners hold the Certified Financial Planner™ designation, which requires specified education, examination, experience, and ethical standards. The firm is compensated solely through client fees and states that it is legally and ethically bound to act in clients’ best interests. Its independence supports advice free from third-party influence. Prospective clients can schedule a complimentary consultation to discuss whether the firm may be a suitable fit.