independent

Wealth management

While you’re busy growing and creating wealth, we’re busy helping you manage it.

Welcome to Sage Capital Advisors.

 

We are an independent, fiduciary, and fee-only firm that helps our clients meet their financial goals while treating them with integrity and managing their assets as we would our own. For over a decade, we have been assisting small business owners, affluent individuals, tribal entities, and other professionals with growing and preserving their wealth. As an independent wealth management firm, we provide consultative financial planning and disciplined investment management, both of which are custom designed to match the unique needs of each client. 

 

At Sage Capital, we understand the concerns people face as they plan for their future. Our mission is to help you make wise financial decisions and work toward your long-term goals, combining our experience in financial planning with our disciplined and research-based approach to investing.

 

If you’re ready to define your goals, commit to a proven process, and work with a team you can trust, we invite you to learn more about our team and the services we offer. 

 

We'll learn about your

needs and help you articulate financial goals.

Together, we will devise an investment

strategy.

We will put your plan into place, maximizing efficiency and returns.

We'll keep track of all the moving parts and keep you informed of your progress.

DISCOVER

RECOMMEND

IMplement

MONITOR

Click here for a copy of the current version of the Sage Capital Advisors' relationship summary  (Form CRS).

MEET OUR TEAM

 

 CONTACT US

122 S. Phillips Ave

Suite 260

Sioux Falls, SD 57104

11440 W. Bernardo Court Suite 300

San Diego, CA 92127

(844) 279-7243

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990 Village Square Drive

Suite G-800

Tomball, TX 77375