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. 


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.

  • A  complete review of your investment portfolio.

  • The initial draft of your complete Sage Plan


Together, we will devise an investment

strategy by:

  • Introducing your objectives or Investment Policy Statement

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

  • Review and finalize your SAGE Plan.


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

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

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


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

  • Informing you of any tax or strategy changes

  • Sending periodic reporting and insightful newsletters with market commentary

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


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@ 2021 Sage Capital Advisors, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Sage Capital Advisors, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Sage Capital Advisors, LLC unless a client service agreement is in place.