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
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