Sage Consulting and Wealth Preservation Information

Sage Consulting is a unique wealth planning and risk management firm. Our principals have extensive experience in the following core areas: business, finance, estate, charitable and life insurance planning. Sage Consulting serves affluent clients that share a common set of values and perspectives. Our clients tend to be responsible, conservative, well-educated, family- and results-oriented, and generally concerned with the complexities of managing and maintaining their estates. They seek a powerful and trustworthy resource that will envision, implement and actively protect their interests, time and family needs.