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About Us

Sage Capital was formed in 2005 with a vision to offer services based on a shared set of values that have become our Sage Promise:


  • Integrity

  • Due diligence

  • Transparency

  • 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. In addition to our education programs, wide range of services, and client events, Sage is home to a team of talented people, including two highly accomplished Chartered Financial Analysts® (CFAs®). If you require services outside our realm of expertise, we partner with trusted third-party custodians and professionals to make sure our clients’ needs always come first.


We are proud of our ability to serve our clients free from a corporate structure with a team of hardworking individuals who embrace our values and help make a difference for our clients and our communities.

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