What is your investment philosophy?
We believe in the power of diversification and investing for the long-term. We want to come alongside our clients, illuminating potential pitfalls and fitting them to an investment strategy that meets their needs. Our goal is not to help clients “get rich quick” or sell them on a hot new investment, but to partner with them to create a sustainable, long-term portfolio that will help them achieve their goals.
Who is your typical client?
Our client base varies from young professionals to families to retirees. Each of our advisors has their own special skillset within this range. Our clients are business owners, engineers, teachers, nurses, and more. What unites our clients is a common belief that money is not an end in itself; it’s a means to living a fulfilling life. Our clients value family, giving, and work they believe in.
What is a fiduciary?
A fiduciary has the highest level of ethical obligation to put your interests ahead of their compensation and any other considerations. All our advisors are fiduciaries, and acting in that capacity is fundamental to our values.
“Schools and the means of education shall forever be encouraged.”
– Northwest Ordinance, Continental Congress, 1787
“An investment in knowledge pays the best interest.”
– Benjamin Franklin
What does investment success mean to you? At Sage, we recognize that your situation is unique. You have a different set of circumstances, goals, experiences, and concerns which will dictate how you might invest for the future. We strive to understand those intended results before we help you implement a tailored portfolio to get you where you want to go.
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"Retirement may be an ending, a closing, but it is also a new beginning.
– Catherine Pulsife
Imagine yourself in retirement, spending time doing what you love, living where you want to live, visiting places you wished to see, and spending more time with friends, family, and pets. You get to fill in the details.