top of page


Sage Capital was formed in 2005 with a shared set of values that have become our Sage Promise: integrity, due diligence, transparency, and putting our clients’ best interests first and foremost.  More than a decade later, our team continues to grow and our Sage Promise is stronger than ever.


Sage Capital is more than just an investment firm; we are a resource for our clients, helping them navigate their financial journeys through the ups and downs of life. As a fiduciary, we are legally obligated to act in our clients' best interests, providing them with the peace of mind that comes from knowing their wealth is managed with the utmost care and responsibility. This fiduciary role underpins everything we do, reinforcing the trust our clients place in us.

We believe in a collaborative approach to wealth management. In cases where our clients require services outside of our expertise, we work with a trusted network of third-party professionals, such as CPAs, mortgage brokers, and attorneys. These partnerships allow us to extend our services while maintaining the same high standards of integrity and efficiency that define our own work. Our dedication to teamwork ensures that our clients receive comprehensive and compatible wealth management support.

Our team includes highly accomplished professionals, among them two Chartered Financial Analysts® (CFAs®), whose expertise adds a significant layer of credibility to our wealth management services. We don't merely invest in mutual funds; we tailor investment strategies to each client's unique goals, leveraging our proprietary due diligence process to ensure effective results. The CFAs® at Sage Capital are passionately dedicated to staying ahead of market trends and ensuring our clients achieve their financial objectives.

Overall, Sage Capital is dedicated to delivering exceptional wealth management services while fostering lasting relationships with our clients and the communities we serve. We aim to be your partner in achieving financial success, offering personalized solutions, industry-leading expertise, and unwavering integrity every step of the way.

Meet the Team



122 S. Phillips Ave

Suite 260

Sioux Falls, SD 57104

(844) 279-7243

Contact Us:

11440 W. Bernardo Court Suite 300

San Diego, CA 92127

990 Village Square Drive

Suite G-800

Tomball, TX 77375

Subscribe to our newsletter:

bottom of page