Strategic Wealth Guidance
Numbers matter.
People matter more.
We build financial plans that center around who and what you care about most.
Our purpose is personal, rooted in real experience, and the heart of everything we do.
We believe the greatest gift in life is spending time doing what you truly love. We help retirees, pre-retirees, and small business owners plan responsibly for the future while enjoying the fruits of their labor today.
See why we're differentHere's what happens when financial plans start with people, not numbers.
Zachariah P.
★★★★★
"Evan has been an exceptional advisor and has supported my spouse and I with professional and authentic financial guidance. I feel positive about the direction our wealth management is going and owe this to Evan and his passion for creating stability and growth for his client's financial needs. I recommend his services to anyone seeking investment advice without the pressure to monetize on superfluous services."
Tally M.
★★★★★
"I run a company, so personal financial planning is usually the last thing on my mind. I was with the same advisor for 12 years, but looking back, it was reactive management, not proactive planning. Sitting down with Evan made me realize how much I'd missed out on. He actually dug into the details, asked the right questions, and built a real plan with me. If you're a business owner looking for someone who will actually plan with you, I highly recommend Evan."
Bennett B.
★★★★★
"We have been nothing but impressed since starting our journey with Evan almost 8 years ago. He built a financial plan for our family that we feel confident in, both short term and long term! This plan has helped us achieve goals that we did not realize were possible and more importantly it provides us with financial peace of mind. Evan is always available to lend a hand, offer advice, and ensure that we stay on track toward our goals as well. He has made complex decisions more manageable for us and we hope to continue working with him for many years to come!"
★★★★★ 5/5 on Google
12 reviews as of 03/09/2026
Case Study
Are you giving to charity and getting nothing back at tax time?
For roughly 90% of Americans, charitable giving produces zero tax benefit — not because they're doing anything wrong, but because of how the tax code works. See how one couple unlocked $74,000 in tax deductions from the same giving they were already planning to make.
$0
Change in Giving
$74,016
Cumulative SAVINGS
The Bunching Breakthrough
How a Donor-Advised Fund Unlocked Thousands in Hidden Tax Savings
✓ How the standard deduction trap works
✓ The bunching strategy explained with real numbers
✓ Capital gains savings most people miss
✓ The Roth conversion bonus hiding in plain sight
✓ When this strategy does — and doesn't — apply
Schedule Your Tax Efficiency Audit →We help business goals and life goals pull in the same direction.
Our process starts by focusing on your story, not just your numbers, so we can craft a plan aligned with what you value most.
See how we workCommon questions, straight answers.
Visit full FAQ- Financial Planning + Investment Management: This model may include a planning fee, followed by an ongoing portfolio management fee.
- Portfolio Management Only: This option is simply a single ongoing fee based on the assets we manage for you.
- Financial Planning Only: For clients who only need a financial plan, we charge a one-time fee to build a comprehensive blueprint for your life. Recurring planning is available upon request.
- Insurance Product Sales: We earn a commission for the sale of insurance and annuity products, which is paid to us by the issuing insurance company.
Thanks for being here.
Hi there — I'm truly grateful you're here and excited for the opportunity to earn your trust. I founded Sage Street Wealth to bring more clarity and purpose to the way people make financial decisions.
Our promise is simple: collaboration, transparency, and accessibility in everything we do. We work solely for you and take great pride in that independence.
I look forward to meeting you and helping you build a plan that reflects what matters most.
Evan Hammond
Founder, Sage Street Wealth
What clients say
"For nearly a decade we have entrusted Evan with our financial plans. He has not only guided us in our retirement goals, but reminded us that financial plans are more than just numbers. Retirement goals include appreciating the present as well as looking to the future. My husband and I can't recommend Evan enough."
— Jennifer A.
GET STARTED
Ready to turn intentions into a plan that lasts
Whether you're growing a business, in retirement, or preparing for retirement, steady progress starts with small intentional steps. Start today with a no-cost planning session.