What it's like to work with us.

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.

The Sage Street System is our proven three-step financial planning process.

1. Discovery. An easy-going, zero-obligation consultation. You'll walk away with a one-page financial blueprint and a clear action list.
2. Launch. We turn insight into action, building a financial plan designed to work in the real world.
3. Cadence. Through regular meetings, we review progress, make adjustments, and stay accountable to your vision.

The Discovery Call is the first step in the Sage Street 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. 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 small business owners — operators, founders, and entrepreneurs at every stage. Some are actively running and scaling their business. Some are three to five years out from a sale or transition. Others have already exited and are figuring out what comes next.

What they share is a commitment to building lives full of meaning, not just balance sheets full of zeros. They care about their families, their teams, the work they're doing, and the time they spend doing it.

You don't need to have everything figured out to start. You just need to want a partner who's thinking about the whole picture with you.

Our services are purpose-built for small business owners and purpose-driven professionals.

Yes. We believe that a proactive tax efficiency strategy is a crucial component of a comprehensive financial plan. Rather than simply reacting at tax time, we work to proactively optimize your tax situation throughout the year.

We can coordinate directly with your CPA for seamless execution. We don't prepare or file tax returns.

Yes — we help with insurance planning as part of your overall financial strategy. As licensed insurance professionals, we'll help you evaluate the right coverage options — whether that's life insurance, disability insurance, long-term care, or guaranteed income strategies.

You'll always get transparent recommendations based on your needs and values, and you're free to place coverage wherever you choose.

Our financial planning fee reflects the value of having a trusted financial partner focused on your entire financial life. Your fee covers both quantifiable value — like tax-efficient strategies, income planning, and investment management — and the peace of mind that comes from knowing every part of your financial plan works together.

Sage Street Wealth may be compensated and receive commissions for the sale of insurance and annuity products.

Ultimately, you're investing in clarity, confidence, and freedom — the ability to make smart decisions, enjoy your life today, and stay focused on what matters most.

We charge a fee that is a percentage of your assets under Sage Street management.