We are an independent, fiduciary, and fee-only firm that helps our clients meet their financial goals while treating them with integrity and managing their assets as we would our own. For over a decade, we have been assisting small business owners, affluent individuals, tribal entities, and other professionals with growing and preserving their wealth. As an independent wealth management firm, we provide consultative financial planning and disciplined investment management, both of which are custom designed to match the unique needs of each client. 

At Sage Capital, we understand the concerns people face as they plan for their future. Our mission is to help you make wise financial decisions and work toward your long-term goals, combining our experience in financial planning with our disciplined and research-based approach to investing.

If you’re ready to define your goals, commit to a proven process, and work with a team you can trust, we invite you to learn more about our team and the services we offer.