Sage Stone Wealth Management

Financial Services • San Diego, California, United States • 1-10 Employees

Company overview

Headquarters	7946 Ivanhoe Ave, San Diego, California 92037, US
Phone number	+18584126404
Website	sagestonewealth.com
NAICS	52
SIC	736
Employees	1-10
Socials

Key Contact at Sage Stone Wealth Management

Michael Lopez

Vice President, Head of Operations

Sage Stone Wealth Management Email Formats

Sage Stone Wealth Management uses 1 email format. The most common is {first initial}_{last name} (e.g., j_doe@sagestonewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}_{last name}	j_doe@sagestonewealth.com	100%

About Sage Stone Wealth Management

Sage Stone is a wealth management company committed to empowering individuals, businesses, and nonprofits to invest in ways that are both profitable and aligned with their values. As pioneers in Ethical Investing, we offer a diverse range of services tailored to the unique needs of our clients: • Ethically Screened Portfolios: Investments that are competitive in the market while reflecting your personal values. • Complex Investment Strategies: Customized solutions for CEOs overseeing multiple businesses. • Estate Planning Oversight: Collaboration with leading attorneys and CPAs to ensure comprehensive planning. • Long-Term Asset Transfer Strategies: Plans for safely passing assets to future generations. • Tax Strategies: Innovative approaches that support your philanthropic goals. • Endowment Management: Expert oversight of your endowment funds for optimal growth. • Corporate Cash Management: Tailored solutions for effective cash management and investment. • Retirement Planning: Guidance in setting up retirement plans for nonprofits and corporations. We’re here to help you achieve your financial goals while staying true to your values.

Sage Stone Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Sage Stone Wealth Management has never raised funding before.

Frequently asked questions

Sage Stone Wealth Management is located in San Diego, California, US.

You can reach Sage Stone Wealth Management at +18584126404.

Sage Stone Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sage Stone Wealth Management

Michael Lopez

Vice President, Head of Operations

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