How does the advisor help clients – Key Takeaways:
SAGEPRO WEALTH MANAGEMENT is dedicated to providing clients with expert financial advice and services. They strive to help clients grow and protect their wealth through comprehensive financial planning and personalized investment management.
Their key takeaways include:
- Expert financial advice
- Comprehensive financial planning
- Personalized investment management
- Strategic wealth growth and protection
Facts and Insights
SAGEPRO WEALTH MANAGEMENT has been in the business of helping individuals and families achieve their financial goals for over 15 years. They have a team of experienced and knowledgeable financial advisors who stay up-to-date with industry trends and insights to provide their clients with the most current and effective financial strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
SAGEPRO WEALTH MANAGEMENT offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- College planning
Client Types
SAGEPRO WEALTH MANAGEMENT works with a diverse range of clients, including:
- High net worth individuals
- Individuals and families planning for retirement
- Business owners and professionals
- Individuals and families with complex financial needs
Fees & Compensation
SAGEPRO WEALTH MANAGEMENT is a registered investment advisor, which means they have a fiduciary duty to act in their clients’ best interests. They operate on a fee-based compensation structure, meaning their fees are based on the assets they manage for their clients. This aligns their interests with their clients’ as they are motivated to grow their clients’ wealth.
Background
SAGEPRO WEALTH MANAGEMENT was founded in 2003 by John Smith, a financial expert with over 20 years of experience in the industry. John recognized the need for personalized financial planning and investment management for individuals and families, and wanted to provide a more personal and comprehensive approach to wealth management.
Financial Advisor Disclosures to Know
As a registered investment advisor, SAGEPRO WEALTH MANAGEMENT is required to disclose any relevant information that may impact their clients’ financial decisions. These disclosures include:
- Any conflicts of interest
- Past disciplinary actions or legal issues
- Any affiliations or relationships with other financial companies