Craft & Sage Wealth
Financial Services • 
Kansas City, Missouri, United States • 1-10 Employees
Company overview
| Headquarters | 1535 Walnut St, Suite 107, Kansas City, Missouri 64108, US |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Craft & Sage Wealth
Dustin Palmer
Director of Investment Strategies
Craft & Sage Wealth Email Formats
Craft & Sage Wealth uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@craftandsage.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@craftandsage.com | 75% |
{first initial}{last name} | jdoe@craftandsage.com | 25% |
About Craft & Sage Wealth
At Craft & Sage Wealth, our commitment to you goes beyond providing financial services and advice. We view each client relationship as a partnership, working together to achieve your financial goals. Our success is aligned with yours, and we take our responsibility as partners seriously. Our team is dedicated to taking the time to understand your unique financial needs, goals, and aspirations to provide tailored advice and recommendations. We believe that effective communication, transparency, and honesty are key to building a robust and long-lasting partnership. Our single aim as your partner is to help you reach your immediate and long-term financial goals, whether achieving financial independence, preparing for retirement, funding your children's education, or growing your business. We are committed to providing the expertise, resources, and guidance you need to make informed financial decisions and achieve success. Partnering with Craft & Sage Wealth means having a team of experienced financial professionals who are dedicated to your success and have your best interests at heart. Let us help you achieve your financial goals and build a secure future for you and your loved ones. Social Media Disclosure: Advisory services are offered through Craft & Sage Wealth, a Registered Investment Advisor registered with the SEC. Opinions expressed herein are solely those of Craft & Sage Wealth. The content provided here is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Industry regulations prohibit endorsements or testimonials for Craft & Sage Wealth, or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Craft & Sage Wealth, a Registered Investment Advisor with the SEC.
Craft & Sage Wealth revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Craft & Sage Wealth has never raised funding before.
Craft & Sage Wealth Tech Stack
Discover the technologies and tools that power Craft & Sage Wealth's digital infrastructure, from frameworks to analytics platforms.
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South Africa
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Frequently asked questions
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