About

Our Approach

Sage Wealth Consulting is an independent, fiduciary firm based in Sarasota, Florida, offering coordinated investment management and financial planning to help you make the most of your retirement. Founded by Angela Wetzig, CFP®, MRFC®, Sage Wealth Consulting specializes in working with individuals and couples who have $2 to $20 million in investable assets. 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 clients work with us because they want to protect what they have built, simplify their financial life, and make confident decisions in retirement. With assets held securely at Charles Schwab, we deliver personalized, objective advice grounded in long-term planning and disciplined portfolio management.

Our Commitment to Ethics & Professional Education

Founder and lead advisor, Angela Wetzig CFP®, MRFC®, has 13 years of experience in wealth management. She is a Master Registered Financial Consultant and a Certified Financial Planner. These additional designations are not required to practice wealth management, and represent a commitment to continuing education, ethics, and industry experience.

Angela Wetzig CFP®, MRFC®, is Ethics Approved by the IARFC. The Ethics Approved program verifies the high principles and standards of the IARFC Code of Ethics and asserts a sound record of business integrity with no suspension or revocation of any professional licenses.

Transparent, Fee-Only Pricing

Sage Wealth Consulting, LLC is a fee-only firm that provides transparent pricing based on assets under management (AUM), with no commissions or hidden incentives. As an independent fiduciary, we are focused on your best interest. We do not sell proprietary products or meet sales quotas. Instead of earning commissions from trades or product recommendations, we charge a straightforward quarterly fee based on the assets we manage for you. This allows us to provide objective advice and personalized attention tailored to your goals. Client accounts are securely custodied at Charles Schwab & Co., Inc. For full details, please refer to our Form ADV.

Fiduciary Standard vs. Best Interest Standard

At Sage Wealth Consulting, LLC, we follow the fiduciary standard, which means we are legally and ethically required to put your best interest first—at all times. This sets us apart from other financial professionals who may operate under Regulation Best Interest (Reg BI), the standard that applies to broker-dealers. While Reg BI requires brokers to act in a client’s best interest at the time of a recommendation, it does not impose a fiduciary duty or require that advice remains in your best interest over time. It also allows for some conflicts of interest, like earning higher commissions from certain product sales. As a fee-only, independent advisory firm, we do not earn commissions or sell products. We chose to operate as a fee-only fiduciary because we believe our clients deserve advice that is objective, transparent, and always aligned with their goals.

Charles Schwab & Co., Inc.

Client accounts are securely custodied at Charles Schwab & Co., Inc.

Since 1987, Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. For full details, please refer to our Form ADV.

Certified Financial Planner

Angela Wetzig, CFP®, MRFC®

Angela Wetzig CFP®, MRFC® is a Certified Financial Planner® and Master Registered Financial Consultant®. She is the founder of Sage Wealth Consulting, LLC, a fiduciary, fee-only registered investment advisory firm in Sarasota, Florida. With over 13 years 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 and previously served on the board for Financial Planning Association of Suncoast.

Professional Accreditations & Education

• 13+ years experience in Wealth Management industry
• CERTIFIED FINANCIAL PLANNER™
• Master Registered Financial Consultant
• FINRA Series 66

Client Services

Our dedicated Client Services team at Sage Wealth Consulting, LLC is committed to providing you with exceptional support and assistance throughout your financial journey. They are responsible for managing day-to-day operations related to your accounts, ensuring accuracy and efficiency in account openings, transfers, billing, and other administrative tasks. Their primary focus is to address your inquiries, schedule meetings, facilitate money transfers, and provide prompt resolution to any account-related concerns. With their extensive knowledge and expertise in client services, they strive to deliver personalized and comprehensive support, ensuring that your experience with Sage Wealth Consulting, LLC is seamless and tailored to your unique needs.

Kelly Gosiewski

Kelly Gosiewski is a valuable member of our Client Services team, bringing a wealth of diverse experience to her role. After graduating from the University of Akron with a B.A. in Psychology, Kelly served as an officer in the U.S. Army for 11 years, where she honed her skills in operations, leadership, and teamwork. Her commitment to excellence and dedication to service make her a natural fit for providing exceptional client support.

Prior to Sage Wealth Consulting, LLC, Kelly excelled as a Director of Administration, where she gained expertise in operations, accounting, benefits administration, and record-keeping. Her ability to handle various administrative responsibilities with meticulous attention to detail ensures the seamless management of client accounts.

Outside of the office, Kelly is actively involved in making a positive impact in her community. She serves as a Board Member of Molly’s Wheels of Hope. As a U.S. Army Military Police Corps Veteran, Kelly continues to demonstrate her commitment to serving others.

In her free time, Kelly enjoys reading, showcasing her culinary skills, and savoring a good cup of coffee. Above all, she cherishes spending quality time with her family, including being a proud Dance Mom.

Kelly’s extensive background, dedication to exceptional client service, and commitment to community engagement make her a valuable asset to our team. You can rely on her expertise to provide accurate information, handle your account-related needs, and ensure your financial journey with Sage Wealth Consulting, LLC is smooth and efficient.

Tori Wilcox

Tori Wilcox brings a diverse range of experience and a passion for delivering exceptional service to our Client Services team. She holds an Associate of Applied Science degree from Bryant and Stratton College. With a background as a physicians’ office manager for 10 years, Tori possesses a keen understanding of efficient operations and client support.

Tori’s commitment to excellence extends beyond the workplace. She enjoys spending quality time outdoors with her husband near their home in Lake Erie, appreciating the beauty of nature. She is a proud military mom, as her son was recently accepted into the U.S. Space Force. Tori enjoys the company of her two beloved Chihuahuas, Kash and Khaos.

Tori’s extensive experience, dedication to exceptional service, and genuine care for others make her an invaluable asset to our team. You can rely on her expertise to provide personalized assistance, handle account-related tasks efficiently, and ensure your financial service needs are met.

Casey Moser

Casey Moser is a valued member of our Client Services team, bringing a wealth of experience and a genuine passion for providing exceptional service. With a background of nearly 20 years working for a pediatric medical group in a fast-paced environment, Casey is well-equipped to handle the dynamic nature of client services.

Casey finds joy and fulfillment in her family life. She has been married to her husband for 25 years and is a proud grandmother to five grandchildren. Her unwavering support extends to her son, who serves in the Marines, showcasing her dedication to her family and their well-being.

Beyond her professional and family commitments, Casey enjoys engaging in various hobbies and activities. She has a keen eye for design and enjoys taking on projects that allow her creative side to shine. Casey also enjoys road trips, camping, and other outdoor activities, appreciating the beauty of nature and the adventures it brings.

Casey’s wealth of experience, combined with her dedication to exceptional service and her ability to thrive in a fast-paced environment, make her an invaluable member of our team. You can rely on her expertise to handle account-related tasks efficiently and provide personalized assistance.