As an Investment Adviser Representative (IAR), Sage Street Wealth is held to a fiduciary standard by law for all wealth and investment management services. This means we’re legally and ethically obligated to put your needs first. Our guidance is independent, unbiased, and entirely focused on you. Insurance is held to a suitability/best interest standard, and clients don’t actually pay us for insurance. But the insurance company may. In any case, you’ll know ahead of time, and you’re more than welcome to get insurance elsewhere while working with us.

Getting started is easy - no-cost and no obligation. Simply book a virtual discovery visit here. We’ll focus on your story first—not your numbers—to help you decide if we’re the right fit.

The Sage Street System is our proven three-step financial planning process — designed to help small business owners and purpose-driven professionals gain clarity, confidence, and control over their money.

1. Discovery It starts with an easy-going, zero-obligation consultation. We’ll talk about your goals, your challenges, and what matters most to you — no pressure, no jargon. You’ll walk away with a one-page financial blueprint and a clear action list to start moving forward.

2. Launch Here’s where your plan comes to life. We turn insight into action, building a financial plan designed to work in the real world, not just on paper. From cash flow to investments, your plan is built to adapt to life’s volatility to help keep you moving forward towards your goals.

3. Cadence Financial planning isn’t a one-time event — it’s an ongoing relationship. Through regular meetings, we review progress, make adjustments, and stay accountable to your vision. It’s how your plan evolves as your life does.

The Discovery Call is the first step in the Sage System — a relaxed, zero-obligation introduction designed to make sure we’re the right fit for your financial planning needs.

During this conversation, we’ll explore your past experiences with financial advisors — what worked, what didn’t, and what you’d like to do differently. If you’ve never worked with a financial planner before, we’ll talk through your expectations, goals, and what success looks like for you.

It’s an easy way to see if our philosophy and your goals align. We want to ensure we understand your values and can deliver the clarity, strategy, and support you’re looking for. You don’t need to prepare anything in advance; just bring yourself and your questions.

You’ll leave the call with insight into how our financial planning process works and confidence about whether we’re the right team to help you move forward.

At Sage Street, we work with retirees, pre-retirees, and small business owners who want more than just numbers on a spreadsheet. Our clients care about building lives full of meaning.

You don’t need to have everything figured out to start. Some of our clients are running their own businesses, others are planning for retirement or already enjoying it; and many are just looking for that sweet spot between living fully today and feeling secure about the future.

We dive deep into the details — your purpose, your goals, your values — to help you build a financial plan that actually fits your life. Whether you’re in a seasonal business, an entrepreneur, or someone simply looking for clarity and confidence with your money, you belong here.

Your money is safely held with Charles Schwab, one of the most trusted and established financial institutions in the country. Schwab is known for its security, transparency, and client-first approach — offering industry-leading technology and top-tier protection for your accounts.

We serve clients nationwide. Although we are based in Reno, Nevada, we meet virtually via Microsoft Teams with all of our clients.