Our Firm and Services

Sage Investments is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. We can help you  by sharing valuable insight and experience, so you can understand your options and make the choices that best suit you and your family.  

We can assist you with an overall financial plan including the following:  Mutual Funds, Stocks, Retirement (IRAs, ROTH IRAs, Annuities, etc.)  College Planning, Life Insurance and Long Term Care Insurance.  Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs. 

At our first meeting, Josh will gather information about your needs and what is important to you.  With this information, he will then research available options, develop a plan and make recommendations that are the most beneficial choices for you.  

Please contact us to schedule a complimentary consultation, because wisdom is the principal thing.