At SageVest, our services are specialized, but our objective is universal: connecting you with your wealth in meaningful ways. We work with individuals, families and business owners, taking the time to understand your unique financial circumstances and objectives. Our true wealth management approach integrates your investment and financial planning needs under one roof, ensuring your decisions work in unison, in support of what matters most to you. As an independent, fee-only firm, we proudly serve as a fiduciary, committed to placing your best interest at the helm of our recommendations. Life is complicated, but your finances don’t have to be .