Financial Advisor
in Reno, NV.
Comprehensive, fee-based wealth management for established Reno families navigating real financial complexity. Retirement, tax strategy, estate planning, and investment management under one advisor who knows your full picture.
Fiduciary standard
Legally required to act in your interest. Always.
Personal attention
You're not one of a thousand. Direct access to your advisor, fast responses, and genuine care at every step.
Custodied at Schwab
Your assets held at Charles Schwab. Independent, secure, yours.
Who we serve
Reno families at the intersection of wealth, complexity, and transition.
Sage Street Wealth works best with families who have a meaningful financial picture and want a single advisor who can see across all of it, not a team of specialists who never talk to each other.
Ideal fit
- Families with $1M+ in investable assets
- Pre-retirees and retirees in transition
- Business owners and liquidity events
- Executives with equity compensation
- Families with estate planning needs
- High-income years with real tax complexity
Planning areas we focus on
- Retirement income and distribution strategy
- Tax planning and income timing
- Investment management
- Estate and legacy planning
- Insurance and risk protection
- Charitable giving strategy
Reno, Nevada
Built for Northern Nevada wealth.
Reno's wealth landscape is distinct and your financial plan should reflect that. Nevada's no-income-tax environment creates real planning opportunities that a generic national firm won't know how to leverage for you.
Nevada tax advantage
No state income tax, a meaningful lever for retirees, business owners, and those timing large capital events.
Tech and business growth
Reno's expanding tech sector and business relocation environment create equity, RSU, and liquidity planning needs we specialize in.
Local relationships
We coordinate with Reno-area CPAs, estate attorneys, and other specialists so your plan doesn't fall through the cracks between advisors.
How we help
One advisor. Your full picture.
Sage Street Wealth takes a comprehensive approach. Investment management isn't separate from tax planning, and estate planning isn't separate from retirement income. It all connects, and we plan accordingly.
Wealth management
Investment management
Portfolio construction and ongoing management aligned to your goals, risk tolerance, and tax situation. Not a generic model.
Retirement planning
Retirement income strategy
Distribution sequencing, RMD planning, Social Security timing, and income floor design so your money lasts as long as you need it to.
Tax strategy
Tax and income planning
Roth conversions, capital gain timing, income smoothing, and coordination with your CPA. Proactive, not reactive.
Estate and legacy
Estate and legacy planning
Coordinating with Reno estate attorneys to align beneficiary designations, wealth transfer strategy, and long-term legacy goals.
For clients who give
Charitable planning that's part of the plan, not a footnote.
If giving is a meaningful part of your financial life, Sage Street Wealth goes further than most advisors will. We specialize in integrating charitable strategy into your tax plan, retirement income, and estate so your generosity works as hard as the rest of your wealth.
Donor-advised funds
DAF funding strategy, timing, and grant planning coordinated with your income picture.
Qualified charitable distributions
Using RMDs to give directly from your IRA, a powerful but underused tax strategy for retirees.
Appreciated asset gifts
Donating stock or other appreciated assets instead of cash, often the most tax-efficient way to give.
Your advisor
Evan Hammond, ChFC®
Founder, Sage Street Wealth
Evan founded Sage Street Wealth to serve clients who want more than an investment manager. Families with real financial complexity deserve an advisor who can see across all of it and stay accountable to the full picture.
Because Sage Street Wealth is a small firm, clients get direct access to Evan, not a rotating cast of associates. Compensation is transparent: fee-based, with AUM fees and any applicable insurance commissions disclosed upfront.
Common questions
What you might be wondering.
What does a fiduciary Financial Advisor in Reno actually do?
A fiduciary is legally required to act in your interest, not their firm's. At Sage Street Wealth, that means comprehensive planning: investment management, retirement income, tax strategy, estate coordination, and charitable giving, all integrated under one advisor who knows your full picture.
What are your fees?
We charge a fee that is a percentage of your assets under Sage Street management.
| Assets under management | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,000 to $3,000,000 | 0.75% |
| $3,000,000 to $5,000,000 | 0.50% |
| $5,000,000 to $10,000,000 | 0.35% |
| Above $10,000,000 | 0.30% |
* A 0.25% platform fee applies to all accounts.
Do I need to give a lot to work with you?
Charitable planning is a specialty, not a requirement. If giving is a meaningful part of your values and financial life, we have deep experience making it more tax-efficient and intentional. If it isn't a priority right now, that's equally fine.
Do you work with clients outside of Reno?
Yes. We serve clients across Northern Nevada and beyond via virtual meetings on Microsoft Teams. Our familiarity with Nevada's tax environment makes us especially well-suited for Reno-area families.
Numbers matter.
People matter more.
If you're a Reno family with meaningful assets and real financial complexity, let's talk about what a comprehensive plan could look like for you.
Schedule your discovery call