Sage Capital Advisors

Welcome to Sage Capital Advisors, a fee-only, independent wealth management firm dedicated to helping you achieve your financial goals. Since 2005, we have been committed to providing exceptional service and tailored investment solutions to individuals, small business owners, tribal entities, professional partners, and other professionals.

Our Mission

Our mission is to help you make informed financial decisions, work towards your long-term goals, and combine our expertise in financial planning with our disciplined and research-based approach to investing. We strive to put our clients' interests first and foremost, treating them with integrity and managing their assets as we would our own.

Our Team

At Sage Capital, we pride ourselves on our independence from the sales goals of large national firms. Our team of experienced professionals is dedicated to understanding your unique needs and developing a personalized plan to help you achieve your financial goals. Our core values are rooted in our Sage Promise: Integrity, Due Diligence, Transparency, and Putting our clients' best interests first.

How We Help

Our comprehensive approach to wealth management involves a collaborative process that includes:

Goal Setting: Understanding your financial goals and developing a clear plan to achieve them.

Investment Strategy: Creating an investment strategy tailored to your unique needs and risk tolerance.

Portfolio Management: Managing and overseeing your investment portfolio to maximize returns and minimize risk.

Oversight and Reporting: Providing regular reporting and oversight to ensure transparency and accountability.

Our Services and Fees

As a fee-only firm, our fees are based on assets under management. We offer a variety of services, including investment management, financial planning, and retirement plan management. Please contact us for a personalized consultation to discuss our services and fees in more detail.

Why Choose Us

At Sage Capital, we believe that our independence, expertise, and commitment to our clients set us apart from other wealth management firms. We prioritize transparency, integrity, and your best interests above all else.

Frequently Asked Questions

We understand that you may have questions about our services and process. Please refer to our FAQ section for answers to some of the most common questions we receive.

Get Started

If you're ready to define your financial 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.