“Coming together is a beginning; keeping together is progress; working together is success.” 

– Henry Ford

At Sage, we are passionate about taking care of you. We recognize that financial goals and dreams are typically realized over time with planning, diligence, and hard work. That means the best way to take care of you is by building a long-term relationship in which an advisor works alongside you. Your advisor will work diligently to understand who you are and what you hope to accomplish, and will stay by your side through good times and bad times alike.

Further, at Sage we function as a team. Consider us your team. We each have our own specialties which, when combined, are designed to result in overall excellent service and advice. You will receive the personalized attention of a financial advisor as well as a team of experts. That’s taking care of you.

Our core beliefs:

  • Helping clients succeed enables us to succeed
  • Doing more than is required should be required
  • Clients deserve objectivity
  • Life is meant to be enjoyed
  • Respecting one another builds strong relationships
  • Being life-long learners encourages continued growth

We’d love to take you to coffee to discuss how we can help you, free of any obligation. To arrange a time, call us at (206) 516-7991.

Walk in Our Shoes

Watch the video below to get a better idea of what makes us qualified to come alongside you.