Sage Wealth Partners is an independent financial planning practice based in Portsmouth, New Hampshire, helping people make informed choices throughout their financial lives. The firm takes a personalized, holistic approach, considering how different parts of a client’s financial picture work together to support overall well-being. Its services include financial planning and, for clients who choose it, ongoing investment management; some clients engage the firm for planning without transferring investment accounts.

The team works with clients in multiple states and offers virtual meetings by phone or Zoom. Sage Wealth Partners supports people at different stages, from getting started with investing to preparing for or living in retirement, and helps clients navigate life transitions and financial goals. The firm is supported by LPL Financial, which provides research, tools, resources, and technology.

Sage Wealth Partners also shares educational articles and resources on financial topics, including retirement, investments, estate planning, insurance, and taxes. Prospective clients can begin with an introductory conversation to discuss their needs and determine whether working together is a good fit