Design your financial future with confidence.
“PREDICTING RAIN DOESN’T COUNT. BUILDING ARKS DOES.”
-Warren Buffett
At Sage Wealth Design we exist to help you build your boat so you can safely navigate the financial storms of life and arrive at your financial promised land. We do this by:
1. Assessing your current position
2. Applying the proper principles of financial planning
3. Periodically - making the needed course corrections.
2. Applying the proper principles of financial planning
3. Periodically - making the needed course corrections.
It’s not about trying to predict markets, it’s the idea of being prepared by building your boat (or maybe just remodeling it!). A boat that is ready before the floods come, so all you have to do is get inside and close the door.
We believe we can do this while competing favorably in these three important areas… returns, volatility, and fees.
We believe we can do this while competing favorably in these three important areas… returns, volatility, and fees.
“PREDICTING RAIN DOESN’T COUNT. BUILDING ARKS DOES.”
Services We Offer
Plan and prepare for the future you have been dreaming of.
ABOUT SAGE
We’re committed to designing a wise and prudent approach to your wealth, helping you grow and optimize your wealth. We assess your current position and assist you in making any necessary course corrections.
We are a wealth management firm focused on educating our community and clients. Together we can develop the clarity and confidence needed to help you make the best financial decisions for you and your individual situation. We’ll help you build a comprehensive financial plan coupled with investment strategies that seek to deliver satisfying returns with less volatility.
We are a wealth management firm focused on educating our community and clients. Together we can develop the clarity and confidence needed to help you make the best financial decisions for you and your individual situation. We’ll help you build a comprehensive financial plan coupled with investment strategies that seek to deliver satisfying returns with less volatility.
Our Anthem
We are a principle-based firm. A principle is defined as a truth, a comprehensive law, or doctrine. We like to say that principles are not on trial or open for interpretation. Knowing this, we always strive to identify and adhere to the principles at play because we know from experience that when we abide by principles, we all win, and likewise, if we violate them there will always be consequences. In short, we choose to live by principles over our ego or the individual economics of the situation. We will always “plant our flags” on the side of principles. We welcome clients who will do the same.
Why Choose A CFP® Professional?
Your financial security is too important to leave to chance, which is why you deserve to work with a CFP® professional. Only CERTIFIED FINANCIAL PLANNER™ professionals have met the extensive training requirements, coupled with thousands of hours of requisite experience to earn this standard of excellence. CFP® professionals are independent advisors and are committed to working in your ideal interest, the by-product of which brings the confidence you need today to jointly build your plan for a secure tomorrow.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
What is Market Guard®?
Market Guard® is a non-emotional, methodical, mathematical investment methodology which focuses on the three vital metrics of investing…when to hold, when to sell, and when to buy. We call it “The Power of Knowing” and we apply this proprietary investment methodology to every investment strategy we offer.
Market Guard® is a firm that provides investment signals, as well as portfolio allocation recommendations, for a wide variety of model portfolios. Market Guard® does not offer advice or enter into fiduciary relationships.
LEARN MORE
Riskalize studies your financial portfolio to determine your personal investment risk, guiding you toward the best investment decisions for your situation.
Sage Wealth Design, IPW, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Sage Wealth Design nor IPW can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.
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