sage about

Who We Are

Founded in 2019 as a planning-centric wealth management firm, we exist to help individuals and families address the challenges and complexities of modern life and financial decision-making. As navigators, we provide advice and guidance, strategy and direction to help you achieve your goals efficiently and enjoy the journey.  We understand finances can be overwhelming and complicated.

Our diverse team has the expertise and experience to simplify the process and help you take action. Sage Wealth Planning is an RIA headquartered in Northern Michigan, with additional local presence in Austin, TX, and the flexibility to serve you virtually across the country.

With decades of experience in financial services, we bring insight and wisdom that allows us to guide and educate you through an ever-changing landscape.

THE SAGE DIFFERENCE

Going beyond investing. We believe our strategic approach to advice and planning differentiates our value and helps to improve your outcomes.

We are fee-only. Simply put, we are only compensated by our clients and have eliminated conflicts of product-based sales.

Service models designed with you in mind. As a planning-centric firm, we recognize that you may enjoy managing your own investments, have other professional relationships, or cannot move your assets. For that reason, we have an advice-only model where we provide you with insights, strategies and guidance.  Or, you may need a planning and investment management strategy that work in harmony. Either way, your fee will be based on complexity of need.

Ready to Get Started?

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Service Models
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Memberships and Associations

CFP
fee only
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