FAQs

Whether you’re just getting started with investing, or preparing for or living in retirement, we believe financial guidance should feel approachable and personalized. Rather than focusing on minimums, we prefer to start with a conversation about what you’re looking for and whether we’d be a good fit to work together.

Yes. We work with clients in a variety of states and meetings can be held virtually by phone or Zoom, making it easy to stay connected regardless of location.

We can work with clients in a variety of ways. Financial planning is an important part of our process and some clients choose to work with us for planning without moving investments. Other clients choose ongoing investment management along with planning. The right approach depends on your needs, goals, and the type of relationship you’re looking for.

Sage Wealth Partners is an independent financial planning services practice, and we are supported by the resources of LPL Financial. This relationship provides us with independent research and a comprehensive array of tools, resources, and technology. LPL Financial has no proprietary products, which strengthens our commitment to offering you personalized investment advice.

The first step is usually a brief introductory conversation by phone or Zoom to learn more about your goals, answer questions, and see whether we’d be a good fit to work together. You’re welcome to reach out by phone or email, whichever is most convenient for you. Click here to book an introductory call with one of our planners.