SAGE Private Wealth Group, LLC

SAGE Private Wealth Group provides wealth-management and financial-planning services to individuals (including high‑net‑worth families), pension and profit‑sharing plans, trusts, estates, and business entities. The firm offers portfolio management (primarily discretionary), retirement‑plan fiduciary services, family office support, and donor‑advised fund solutions and manages about $440.8 million for roughly 479 clients.

The firm’s advice is tailored through an initial discovery process to establish goals and risk tolerance and is implemented with customized asset allocation, ongoing monitoring, and periodic rebalancing; SAGE uses fundamental, technical, and cyclical analysis and may include equities, fixed income, ETFs, mutual funds, options and, when suitable, private placements and alternative investments. For families of significant wealth it describes a collaborative family‑office approach that coordinates with accountants, attorneys, and other advisors and can provide consolidated reporting, estate and tax planning support, and philanthropic planning.

Noteworthy distinctions in the brochure include an explicit affiliation with an in‑house accounting practice, SAGE Tax Advisory, which the firm says provides tax and accounting services coordinated with its advisory work, and the firm’s disclosure that it advertises third‑party ratings — both features that are relatively uncommon among comparable team firms. The brochure also emphasizes formal ERISA fiduciary services for retirement plans and the ability to work with Raymond James Charitable and Raymond James Trust on donor‑advised fund arrangements, reflecting a focus on integrated tax, family‑office, and plan‑fiduciary capabilities.