As an Investment Adviser Representative (IAR), Sage Street Wealth is held to a fiduciary standard by law for all wealth and investment management services. This means we’re legally and ethically obligated to put your needs first. Our guidance is independent, unbiased, and entirely focused on you. Insurance is held to a suitability/best interest standard, and clients don’t actually pay us for insurance. We earn a commission for the sale of insurance products, which is paid by the issuing insurance company. In any case, you’ll know ahead of time, and you’re more than welcome to get insurance elsewhere while working with us.

Yes. As a planning-first firm, we are able to serve clients nationwide. We use technology, like Microsoft Teams and Calendly, to give you a seamless, collaborative experience.

Getting started is easy - no-cost and no obligation. Simply book a virtual discovery visit here. We’ll focus on your story first—not your numbers—to help you decide if we’re the right fit.

Transparency around how we’re compensated is extremely important to us. We offer three distinct pricing models to align with your specific needs.

1. Financial Planning + Investment Management: This model may include a planning fee, followed by an ongoing portfolio management fee.

2. Portfolio Management Only: This option is simply a single ongoing fee based on the assets we manage for you.

3. Financial Planning Only: For clients who only need a financial plan, we charge a one-time fee to build a comprehensive blueprint for your life. Recurring planning is available upon request.

4. Insurance Product Sales: We earn a commission for the sale of insurance and annuity products, which is paid to us by the issuing insurance company.

We believe the greatest gift in life is spending time doing what you truly love. To do that means we want to take as much planning off your plate as possible.

Here's where you can count on us:

• Financial planning

• Investment portfolio management

• Tax minimization strategies

• Business owner cash-flow cadence

• Retirement plans for owners and their employees

• Insurance strategies and coverage

• Legacy coordination

Yes. We believe that a proactive tax efficiency strategy is a crucial component of a comprehensive financial plan. Rather than simply reacting at tax time, we work to proactively optimize your tax situation throughout the year. We can coordinate directly with your CPA for seamless execution. We don’t prepare or file tax returns.

We evaluate options for your team’s retirement plans, from traditional 401(k)s to ROTH, cash-balance, SIMPLE, or SEP plans. We map funding to your business cycles and coordinate setup with your chosen custodian.