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75 Portsmouth Boulevard Suite 120B Portsmouth, NH 03801

(603) 294-4121
sagewealthpartners@wradvisors.com

*Office changes due to Covid-19*

We are happy with our new space and are very eager for visitors, but due to Covid-19 we will continue to have Zoom and phone meetings. Thank you for your understanding and patience as we continue to navigate these uncertain times. As always if you have any questions please don't hesitate to give us a call!


Welcome to Sage Wealth Partners

Our mission is to partner with you as a trusted resource and guide to help you on your unique financial journey. We will be there every step of the way, listening, planning, and advising.

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View Our Products & Services

Just as no two people are exactly the same, we believe investment products and services should be built specifically to meet different and specialized needs. We offer investments, access to insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help. 

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<p>Medical professionals: Grow and protect your assets</p>

Medical professionals: Grow and protect your assets

I am proud to provide advice to medical professionals, like you, dedicated to providing care to others. Your hard work may leave less time to care for your financial health, which is where I come in. Contact me today for your financial checkup.
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WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with us to set budgets and create a plan to pursue your financial goals.

Learn about the WealthLink Site

Helpful Content

Click on the articles below to boost your financial planning knowledge

<p>Catch-Up Contributions</p>

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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75 Portsmouth Blvd, Portsmouth, NH 03801

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