Welcome to Sage Wealth Consulting, expert guidance for your retirement wealth.

Our mission is simple: to help you navigate the complexities of wealth management in retirement with confidence and clarity. We provide investment management and financial planning in one integrated relationship, so every part of your financial life works together with purpose. 

Whether you’re already retired or preparing to make that transition, our clients come to us because they want to protect what they have built, simplify their financial life, and make confident decisions in retirement. 

We specialize in working with clients who have $2 to $20 million in investable assets and are retired or near retirement. Many of our clients have a connection to the Sarasota area – whether they live here full-time, seasonally, or are planning a move in the future. 

Our goal is to help you simplify your financial life and gain lasting peace of mind so you can focus on what matters most.

What We Offer

We believe your investment strategy and financial plan should work together. That’s why our services are intentionally designed to be comprehensive:

• Investment Management – A disciplined, goals-based approach tailored to your needs.
• Retirement Income Planning – Helping you make smart decisions about when and how to draw from your accounts.
• Tax Strategy – Minimizing tax impact across income, investments, and legacy planning.
• Estate & Insurance Coordination – Making sure your assets are protected and your wishes are clear.
• Charitable & Legacy Planning – Supporting your values and giving goals with intention and strategy.

Everything we do is aligned with your long-term goals, risk tolerance, and the lifestyle you want to maintain in retirement.