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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...
Overview
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
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