A note from our President & CEO:
I built Sage Consulting and Wealth Preservation based on the foundation of purpose driven work, clear execution of vision and a shared belief for making a difference. Each member of our team and extended team works together as a cohesive unit to ensure we take care of our clients, their families and businesses for generations to come.
Our number one priority is to take care of our clients as if they were our own family. Nothing is more important in this life than taking care of your family and those you love and care about.
I am beyond proud of what our company has accomplished together for over 40 years. Our team of expert advisors in tax and estate planning have created unparalleled designs and financial structures that have saved clients millions.
Your clients trust you to ensure their financial future is strong - together we can help you make that future even stronger.
With respect and gratitude,
Jason