Broker Check

Waddell & Reed Offices are closed due to COVID-19 until further notice

Please understand that for Sage Wealth Partners, business carries on as usual and we will continue to guide you through this volatile time. To anyone that has a scheduled meeting, we plan to keep client meetings at their planned dates and time but will be reaching out to you individually to request that the meeting be switched to a phone or web conferencing meeting.

We appreciate your understanding and patience with this situation and hope that each and every one of you remain healthy and safe.

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. 

Learn more

Coronavirus Concerns? Consider Past Health Crises

Volatile markets are making a lot of headlines these days. But, before you panic, it’s important to keep your perspective...
Learn More


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

Market Month: February 2020

February was marked by investors’ fears of widespread economic tumult caused by the coronavirus. With a growing number of...

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Questions? Let's connect!

Thank you!