# SAGE Private Wealth Group SAGE Private Wealth Group is a Bank / Wealth / Trust based in Oakbrook Terrace, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Oakbrook Terrace, United States - **Region:** North America - **Address:** Oakbrook Terrace, IL, United States - **Founded:** 2014 - **Assets under management:** Undisclosed - **Website:** sageprivatewealth.com - **LinkedIn:** https://www.linkedin.com/company/sagepwg ## Regulatory record - **CRD number:** 173399 - **SEC file number:** 801-119804 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173399 ## About SAGE Private Wealth Group launched in 2014 from Oakbrook Terrace, Illinois. The firm’s website states an internal credo: "From within, we inspire, nurture, and challenge one another to hone our gifts … From there, we provide you, our client, with sage financial guidance." That guidance flows to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm ties its identity to an ethical cycle meant to empower women and children through education and access to capital. The group deploys capital through financial-planning, retirement-planning, and portfolio-management mandates. It discloses no stage-concentration, no named portfolio companies, and no co-investment partners. The website highlights an affiliated tax practice — SAGE Tax Advisory — that its advisors use to unify investment decisions with tax strategies. Geographic footprint is domestic; the only confirmed location is Oakbrook Terrace. No direct-deal, SPV, or fund-of-funds activity is publicly documented. The firm does not report total assets, deployment volume, or headcount. The advisory entity sits alongside two separate vehicles: the SAGE Tax Advisory practice and the SAGE PWG Foundation. The foundation focuses on individuals who are building a legacy but lack full resources; the firm channels its charitable intention toward women and children. No recent operational event from the last 24 months is verifiable from available sources. SAGE Private Wealth Group distinguishes its architecture by operating a for-profit advisory practice next to an in-house tax shop and a charitable foundation under the same umbrella. That structure lets the firm offer tax-strategy integration and philanthropic programming without relying on external referral networks — an architecture that ties client retention to the breadth of one internal platform. ## Questions ### Who runs investment decisions at SAGE Private Wealth Group? The firm’s website describes a team of professionals but does not name a CEO, CIO, or managing principal. No executives are listed publicly. Investment decisions are described as a collaborative process backed by the group’s affiliated tax practice, though the specific decision-making structure remains undisclosed. ### How is the SAGE PWG Foundation related to the advisory business? The SAGE PWG Foundation operates as an affiliated nonprofit entity, not a client program housed within the RIA. Its stated mission focuses on individuals who lack the full resources to cement their own legacy. The advisory firm points to the foundation as part of its broader commitment to women and children, but the two maintain separate operational and legal structures. ### What role does the affiliated tax practice play in portfolio decisions? SAGE Tax Advisory is described as a specialized practice that helps simplify complex tax strategies for the firm’s clients. The affiliation lets the wealth-management team integrate tax planning directly into financial decisions rather than outsourcing to a separate provider. Specific tax services and the extent of its influence on asset allocation are not detailed publicly. ### Does SAGE Private Wealth Group disclose its assets under management or number of clients? No. The firm does not publish an AUM figure or client count on its website or in any source reviewed for this profile. The absence puts it among the large group of RIAs that keep scale metrics private. ## Related profiles - [Sage Park](https://altss.com/profile/sage-park) - [Sage Road Capital](https://altss.com/profile/sage-road-capital) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/sage-private-wealth-group Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology