# Sage Wealth Consulting

Sage Wealth Consulting is a Multi Family Office based in Sarasota, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://sagewealthconsulting.com
- **LinkedIn:** https://www.linkedin.com/company/sage-wealth-consulting-llc

## Regulatory record

- **CRD number:** 298912
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298912

## About

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.

## People

- Angela Wetzig — CFP®, MRFC®, Founder and lead advisor
- Kelly Gosiewski — Client Services
- Tori Wilcox — Client Services
- Casey Moser — Client Services

## Related profiles

- [Sage Capital Markets](https://altss.com/profile/sage-capital-markets)
- [Sagitta Global](https://altss.com/profile/sagitta-global)

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Last updated: 2026-08-11T15:08:04.536Z

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