Sage Wealth Consulting

Investment Management • Lakewood Ranch, Florida, United States • 1-10 Employees

Company overview

Headquarters	6151 Lake Osprey Drive, Suite 300, Sarasota, FL 34240, US
Phone number	+19415003660
Website	sagewealthconsulting.com
NAICS	5231
SIC	628
Keywords	Investments, Retirement Planning, Wealth Management, Comprehensive Financial Planning, Widows, Self Employed, Fee Only Planning
Founded	2019
Employees	1-10
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Key Contact at Sage Wealth Consulting

Angela Wetzig

Senior Financial Advisor, Founder

About Sage Wealth Consulting

Independent Advice. Strategic Planning. Fiduciary Standard. We provide thoughtful consulting coupled with cloud-based technology to deliver meaningful advice and long lasting relationships. As president of Sage Wealth Consulting, LLC, my goal is to help my clients achieve their desired lifestyle while navigating changing financial circumstances and priorities. I am motivated by a genuine desire to help clients. As a fee-only advisor, we never earn commissions. We offer a monthly pay-as-you-go approach for wealth consulting for philanthropic families and business owners looking for a strategic planning partner.

Sage Wealth Consulting revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Sage Wealth Consulting has never raised funding before.

Sage Wealth Consulting Tech Stack

Discover the technologies and tools that power Sage Wealth Consulting's digital infrastructure, from frameworks to analytics platforms.

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Miscellaneous

WordPress.com

PaaS

Nginx

Reverse proxies

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

Calendly

Appointment scheduling

WordPress

Blogs

Apple MapKit JS

Maps

core-js

JavaScript libraries

Swiper

JavaScript libraries

Frequently asked questions

Sage Wealth Consulting is located in Lakewood Ranch, Florida, US.

You can reach Sage Wealth Consulting at +19415003660.

Sage Wealth Consulting was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Sage Wealth Consulting

Angela Wetzig

Senior Financial Advisor, Founder

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