Sage Wealth Solutions, LLC

Overview

Sage Wealth Solutions, LLC is a privately held limited liability company that provides financial planning and discretionary portfolio management aimed at individuals and small businesses. The firm also acts as a capital allocator by selecting and overseeing third‑party advisers for client strategies, rather than relying solely on in‑house asset management. Its billing options include a percentage of assets under management as well as hourly and fixed fees, giving flexibility for both ongoing advisory relationships and project or planning engagements. Regulatory and operating details in available records are sparse: the adviser is not identified as a multi‑state or pension consultant, and it does not list active ESG investing among its stated practices. Ownership is held by an individual rather than a corporate parent.

Assets & Accounts

Investments & Alternatives

Location & Offices