At Sage Mountain we are committed to working with individuals and families to realize their financial goals, enrich their futures and shape a new generation of possibilities.

Finance

Sage Mountain Advisors

Sage Mountain Advisors' headquarters in Atlanta, GA, United States

Scott Neu

Brent Yamaato

Melanie Wittenberg

Matthew Bone

Tony Cox

Whitney Imeraj

The Investment Management team at Sage Mountain Advisors specializes in developing and implementing customized investment strategies for individuals and families. They collaboratively assess financial goals, manage portfolios, and provide expert guidance to optimize asset allocation, ensuring clients are well-positioned to achieve long-term financial success.

Investment Management

The Finance Team at Sage Mountain Advisors is responsible for analyzing financial data, preparing reports, and developing strategic financial plans to support clients in achieving their financial goals. They ensure accurate financial reporting, monitor budget performance, and provide insights to guide decision-making for individuals and families, fostering a sustainable financial future.

Finance Team

The Client Services Team at Sage Mountain Advisors plays a crucial role in ensuring a seamless client experience by providing personalized support and assistance throughout the financial planning process. They collaborate closely with clients to address inquiries, resolve issues, and facilitate communications, ensuring that each individual and family feels valued and informed as they work towards their financial goals. The team is dedicated to building long-lasting relationships and enhancing client satisfaction.

Client Services Team

The Leadership Team at Sage Mountain Advisors is responsible for setting the strategic direction of the firm, guiding its mission to help clients achieve their financial goals. This team of seasoned professionals collaborates to integrate investment strategies, ensure compliance, and foster a culture of excellence, driven by a commitment to enriching the futures of individuals and families. By leveraging their diverse expertise, they aim to shape innovative solutions and support sustainable growth for both clients and the firm.

Sage Mountain Advisors

Org chart

Teams

Investment Management

Finance Team

Client Services Team

Leadership Team

Offices

Sage Mountain Advisors

Org chart

Teams

Investment Management

Finance Team

Client Services Team

Leadership Team

Offices

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