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Professional Partners


We understand the value of working as a team to provide our clients with services and professionals who manage their plans and portfolios. By becoming a SAGE Team Partner, any client you refer to us can increase your bottom line as part of our referral fee program. We also offer our professional partners the benefit of their client referrals by increasing the value of services that you provide without taking a fee.

We seek to partner with the professionals in the areas of Taxation, Estate Planning, Trustee Services, Business Succession and other related professional needs our clients may have. Combining our knowledge and networks offers all of our clients comprehensive solutions and resources to support their financial wealth management.