We exist to help individuals and families address the challenges and complexities of modern life and financial decision-making. As navigators, we provide advice and guidance, strategy and direction to help you achieve your goals efficiently and enjoy the journey.  We understand finances can be overwhelming and complicated.

Our diverse team has the expertise and experience to simplify the process and help you take action. Sage Wealth Planning is an RIA headquartered in Northern Michigan, with additional local presence on Hilton Head Island, SC and Austin, TX, and the flexibility to serve you virtually across the country.

With decades of experience in financial services, we bring insight and wisdom that allows us to guide and educate you through an ever-changing landscape.

Sage Wealth Planning LLC

Org chart

Teams

Offices