We are motivated by a genuine desire to help our clients. We offer thoughtful consulting coupled with modern, cloud-based technology to deliver timely, meaningful advice and long lasting relationships. As a fee-only advisor, we never earn commissions. We offer a monthly pay-as-you-go approach for wealth consulting for professionals and business owners looking for a strategic planning partner.
Our Commitment to Ethics & Professional Education
Angela Wentz is both a Master Registered Financial Consultant and a Certified Financial Planner. These additional designations are not required to practice financial planning, but represent a commitment to continuing education, ethics, and industry experience. In addition to the professional experience and testing required, the MRFC designation requires 40 hours of continuing education annually to stay on top of industry changes and the CFP requires 30 hours of continuing education every two years in addition to ethics requirements. Also, she 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 offers fee-only pricing and does not earn commissions.
We are independent and work in your best interest instead of being limited with proprietary products or sales quotas. We believe in providing a high level of personalized, individual attention to each of our clients. Instead of receiving a commission each time we make trades, there is a quarterly fee for Investment Advisory Services. In addition, Financial Planning Services are available for a fixed upfront and monthly fee. Please see our ADV for complete pricing information.
Fiducary Standard vs. Suitability Standard
At Sage Wealth Consulting, LLC, we uphold oaths to put your interests and needs first. It may come as a surprise that only some advisors are legally and ethically required to put your best interest before their own. Instead, most firms are held to a Suitability Standard which is the industry’s basic requirement. At Sage Wealth Consulting, LLC we made a deliberate decision to operate under a Fiduciary Standard.
Although there have been recent attempts to require all advisors to work in their client’s best interest, unfortunately these laws have not been put into place. If you have worked with an advisor in the past, it’s likely you’ll notice a difference in our approach.
Angela Wentz, CFP®, MRFC
As president of Sage Wealth Consulting, LLC, my goal is to help my clients achieve their ideal lifestyle while navigating changing financial circumstances and priorities. Outside of the office, I enjoy boating, walking the beach, and practicing yoga. I am passionate about a healthy lifestyle and dabble in preparing vegan and vegetarian dishes. I am a member of Bayside Community Church, and volunteer through Junior League. I enjoy the arts and am a member of the Culture Collective through the Arts and Cultural Alliance of Sarasota County. I was co-captain of the golf team and rode for the equestrian team at Hollins University. I am from central Ohio and a fan of The Ohio State Buckeyes, especially football. I enjoy playing trivia at the Longboat Key Club. I’m engaged to Chris Wetzig, and we are planning an April 2020 wedding. If you see me at the beach or farmer’s market, please say hello!
Professional Accreditations & Education
- 7+ years experience in Wealth Management industry
- CERTIFIED FINANCIAL PLANNER™
- Master Registered Financial Consultant
- FINRA Series 66
- 2-15 Life, Heath and Variable Insurance License
- Acquired the FINRA Series 7, inactive
- Hollins University, Virginia, B.A. in Business Communications & Technology
- Financial Planning Association (FPA) Member
- International Association of Registered Financial Consultants (IARFC) Member
- CFP Certified Financial Planner Board of Standards Member
- NAPFA Registered Financial Advisor
- Fee-Only Network
- XY Planning Network
- Bayside Community Church Member
- Junior League of Sarasota Member
- 2018 Fund Development Committee of Junior League of Sarasota