About Sage Wealth Consulting, LLC
Angela Wentz CFP®, MRFC is a Fee-Only financial planner 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 never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
The Sage Wealth Difference
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.
We are fueled by a genuine desire to help our clients. Our core values include continuous improvement and personal accountability.
IARFC Ethics Approved
We are committed to ethics and qualify for Ethics Approved status from the International Association of Registered Financial Consultants.
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.