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THE PROCESS

Our process draws upon decades of experience in wealth management.

Whether you're an individual, business owner, native american tribe, or trust it all begins with a Sage Plan.  Consider it your blueprint for success. 

DISCOVER

We'll learn about your

needs and help you articulate financial goals with:

  • A one on one consultation dedicated to your financial needs and goals.

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  • A  complete review of your investment portfolio.

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  • The initial draft of your complete Sage Plan

RECOMMEND

Together, we will devise an investment

strategy by:

  • Introducing your objectives or Investment Policy Statement​

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  • Collaborating with trusted advisors (CPAs, Estate Planning Attorneys)

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  • Review and finalize your SAGE Plan.

IMplement

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

  • Manage your assets with custodians at Schwab, Fidelity, or elsewhere​

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  • Purchase or reallocate investments as needed to maximize cost and tax efficiencies

MONITOR

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

  • Tracking progress toward your goals and updating your plan as necessary

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  • Informing you of any tax or strategy changes

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  • Sending periodic reporting and insightful newsletters with market commentary

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  • Hosting client events and one on one meetings to review your plan and portfolio

LEARN MORE ABOUT OUR SOLUTIONS FOR:

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