About Sage Wealth Consulting, LLC

Angela Wentz, CFP®, MRFC® is a Fee-Only financial advisor located in Sarasota, FL serving clients locally and across the country.  

Sage Wealth Consulting, LLC is a fiduciary standard Registered Investment Advisor and provides financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions.

As a fee-only, fiduciary, and independent financial advisor, Angela Wentz, CFP®, MRFC® is not paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. 

Angela Wentz, CFP®, MRFC® is a Certified Financial Planner located in Sarasota, FL serving clients locally and across the country. 

The Sage Wealth Difference

Best Financial Advisor Sarasota CFP No Commissions Sworn Fiduciary

Offices in Downtown Sarasota & Lakewood Ranch

Wealth Manager Financial Adviser. Headquarters in Sarasota, FL. Virtual Across USA.
Convenient offices in Downtown Sarasota and Lakewood Ranch. Virtual meetings always available for Sarasota residents. Headquarters in Sarasota, FL and serving clients virtually across the USA.

Vision & Core Values

Why Sage Wealth Consulting?

Our lives are dynamic, and your financial strategy needs to adapt. For this reason, we believe in the importance of ongoing wealth planning.

Angela Wentz, CFP®, MRFC

Our Values

We are fueled by a genuine desire to help our clients. Our core values include continuous improvement and personal accountability.

Angela Wentz, CFP®, MRFC

IARFC Ethics Approved

We are committed to ethics and qualify for Ethics Approved status from the International Association of Registered Financial Consultants.

Our Vision

Our inspiration and motivation come from our clients. The firm’s vision is to build a generous legacy by leaving our clients and community better than we found them.

Angela Wentz, CFP®, MRFC