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Sage Wealth Consulting
Sage Wealth Consulting is an independent, fiduciary firm based in Sarasota, Florida, offering coordinated investment management and financial planning for...
Sage Wealth Consulting
Sage Wealth Consulting is an independent, fiduciary firm based in Sarasota, Florida, offering coordinated investment management and financial planning for retirement. The firm specializes in working with individuals and couples who have $2 to $20 million in investable assets and are retired or near retirement. It is a fee-only firm with transparent pricing based on assets under management, and client accounts are custodied at Charles Schwab.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Sarasota
Principals
Angela Wetzig
CFP®, MRFC®, Founder and lead advisor
Kelly Gosiewski
Client Services
Tori Wilcox
Client Services
Casey Moser
Client Services
Frequently asked questions
What is Sage Wealth Consulting?
Sage Wealth Consulting is a multi family office headquartered in Sarasota, United States.
Where is Sage Wealth Consulting headquartered?
Sage Wealth Consulting is headquartered in Sarasota, United States, in the North America region.
What does Altss track for Sage Wealth Consulting?
Altss maintains an OSINT-verified profile of Sage Wealth Consulting covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Sage Wealth Consulting's website?
Sage Wealth Consulting's public website is sagewealthconsulting.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Sage Wealth Consulting?
Sage Wealth Consulting is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Sage Wealth Consulting?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Sage Wealth Consulting's Altss profile last updated?
Sage Wealth Consulting's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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