How does the advisor help clients – Key Takeaways:
CRAFT&SAGE WEALTH provides comprehensive financial planning and investment management services to help clients achieve their financial goals and objectives.
Facts and Insights
Founded in 2008, CRAFT&SAGE WEALTH has over a decade of experience in the financial industry. They currently manage over $500 million in assets and have a team of 15 advisors dedicated to providing personalized and innovative solutions for their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
CRAFT&SAGE WEALTH offers a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax strategies
- Insurance planning
- Educational planning
Client Types
CRAFT&SAGE WEALTH serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Non-profit organizations
Fees & Compensation
CRAFT&SAGE WEALTH charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. This fee covers all financial services provided, including investment management, financial planning, and ongoing support and guidance.
Background
The team at CRAFT&SAGE WEALTH is made up of experienced and highly educated professionals, including CFP® professionals, CPAs, and advanced degree holders. They are committed to continuing education and staying up-to-date with industry trends and developments to better serve their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand any potential conflicts of interest or past disciplinary actions. CRAFT&SAGE WEALTH has a clean record with no disclosures to report, providing clients with peace of mind and confidence in their partnership.