We have spent our careers working with clients just like you – successful people who lead
fast-paced lives. Our clients look to us for advice on growing and preserving financial assets and preparing to transfer wealth to heirs. Our mission is to enable you to have a disciplined, thoughtful, practical plan...i.e. strategic-tactical-execution-management...experience...with results.
The Sage Hill Mission
Our uncompromising mission is
- to always put our clients' interests first
- to advocate on behalf of our clients with third party sub-advisors and product providers
- to collaborate with other professionals to achieve results for our clients
- to be technically thorough
- to evaluate and sensitively guard our clients' financial well-being against risk of loss
- to assume proactive responsibility towards achieving action and results
- to always be humanly responsible and sensitive to the very important impact of our counsel and management upon our clients' personal lives and family relationships
We Know That Wealth Creates Complexity As Well As Opportunity
Our approach to planning is different than you have ever experienced before. Most people think planning is about money. It's about so much more. It's about you, your values, your family, and your relationships. As we have taken other clients through our discovery process, we have been amazed by the profound yet simple truths about life that become clear as they articulate what is important to them. As this process unfolds, you will clearly see the way to proceed to accomplish your goals for yourself and your loved ones. You will also better understand the planning that you have already done and recognize the areas where improvements are needed.
We created our firm to bring together the advice and resources you need to manage your wealth with confidence and ease. We bring over fifty years of experience in the financial services and legal worlds, helping people maximize the opportunities and minimize the challenges created by their wealth. Our team of client relationship professionals throughout the country and our resources in legal, tax, investments, insurances…even organizational psychology… are invaluable in our comprehensive, holistic support of Sage Hill clients.
Our Wealth Blueprint is a plan for your wealth that is unique to you and your family. Our State of the Art web-based Sage Hill Vault will help you manage your important documents and information flow, wherever you may be. When you partner with Sage Hill, you will have your information at your fingertips and your decision-making and communication with your team of advisors will be uncomplicated. The result will be a new sense of confidence that your affairs are in order.
If you've wondered about any of the following questions,
Sage Hill may be right for you.