Sage Consulting and Wealth Preservation
Financial Services • 
United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +15185872466 |
| Website | |
| NAICS | 52 |
| Keywords | Asset Protection, Retirement Planning, Wealth Transfer, Investment And Tax Advice |
| Employees | 1-10 |
| Socials |
Key Contacts at Sage Consulting and Wealth Preservation
Abby Fletcher
Relationship Director
Adam Kurchner
Managing Director
Sage Consulting and Wealth Preservation Email Formats
Sage Consulting and Wealth Preservation uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sageplanning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sageplanning.com | 100% |
About Sage Consulting and Wealth Preservation
Sage Consulting is a unique wealth planning and risk management firm. Our principals have extensive experience in the following core areas: business, finance, estate, charitable and life insurance planning. Sage Consulting serves affluent clients that share a common set of values and perspectives. Our clients tend to be responsible, conservative, well-educated, family- and results-oriented, and generally concerned with the complexities of managing and maintaining their estates. They seek a powerful and trustworthy resource that will envision, implement and actively protect their interests, time and family needs.
Sage Consulting and Wealth Preservation revenue & valuation
| Annual revenue | $23,300,000 |
| Revenue per employee | $3,880,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $74,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Sage Consulting and Wealth Preservation has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Sage Consulting and Wealth Preservation has never raised funding before.
Sage Consulting and Wealth Preservation Tech Stack
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