At Sage Wealth Consulting, we understand the complexities of managing investments, especially when significant assets are at stake. That’s why we offer tailored investment management services designed to align with your unique goals and risk tolerance. With a minimum investment requirement of $1,000,000, we cater to individuals and families who seek personalized attention and a commitment to their financial success. From crafting a customized investment strategy to ongoing portfolio monitoring and adjustments, we work diligently to optimize your wealth accumulation and preservation. Whether you’re planning for retirement, saving for a milestone, or building a legacy, we provide the expertise and resources to help you achieve your objectives. Discover the peace of mind that comes from partnering with Sage Wealth Consulting. Angela Wetzig CFP® is the founder of Sage Wealth Consulting, LLC, a fiduciary, fee-only registered investment advisory firm in Sarasota, Florida. With over a decade in wealth management, she has helped hundreds of clients reach their goals. Her articles have been featured in industry publications including NAPFA magazine and The Register IARFC journal. Additionally, she was nominated in 2020 for Women to Watch by Investment News. Angela Wetzig also serves on the Investment Committee of Community Foundation of Sarasota County. She resides with her husband in sunny Sarasota, Florida.

Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people get retired, and stay retired. Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what's best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism. I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want. When I'm not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.