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Wealth Management

Wealth that dissipates isn’t true wealth. Unfortunately, that’s what happens when money is squandered in deposit accounts whose interest rates don’t even match inflation or investment plans that put all your eggs in one basket.

Our wealth management services team is designed to help build your wealth. Through smart investment choices made early and repeatedly during your career, you can potentially reap the benefits of an informed financial plan.

A Holistic Investment Approach

Many people limit their investments to stocks and bonds. This approach, though, may put a ceiling on your potential earnings. Instead, a diverse mix of investments often presents a more balanced opportunity to work towards building your wealth. When you work with a financial advisor at Sage Financial, we'll look at an array of investment products: 

  • Mutual Funds
  • Stocks & Bonds
  • Certificates of Deposits (CDs)
  • Annuities
  • ETF's 
  • Government Securities
  • Structured Products

To determine a suitable recipe in working towards your goals, we’ll partner with you to better understand your current financial picture, your priorities, and your risk tolerance. Once we garner a better picture of where you are and where you’d like to go, we can recommend financial actions that help get you there.

Financial Specialists With Experience

When it comes to investments there are no guarantees. However, by crafting an informed investment plan, we can work towards creating a more stable structure on which to manage your wealth. Contact Sage Financial today with any questions about investments, financial planning, or wealth management. We look forward to partnering with you. 

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