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.
A Fiduciary Relationship You Can Trust
As a fiduciary, we are legally and ethically obligated to act in your best interest at all times. Our professional portfolio management is commission-free, ensuring that your interests align seamlessly with ours.
Where Your Assets Are Held
Your accounts are held at Charles Schwab, one of the largest and most trusted custodians in the industry. Since 1987, Schwab Advisor Services has supported independent advisory firms like ours with custody and operational services.
Your accounts remain in your name and Sage Wealth Consulting is added as your investment advisor. Your assets stay secure and fully under your control.
Fee Structure
We charge a simple, all-inclusive assets under management (AUM) fee, based on the value of the investments we manage for you. The fee is paid quarterly and is automatically deducted from your account at Charles Schwab.
Fee Schedule:
- 1.00% annually on the first $1 million
- 0.80% annually on the next $4 million
- 0.60% annually on the next $10 million
- 0.40% annually on assets over $15 million
The minimum for new relationships is $1 million in investable assets.
Deep Experience You Can Rely On
Sage Wealth Consulting was founded by Angela Wetzig, a CERTIFIED FINANCIAL PLANNER™ professional and Master Registered Financial Consultant® with over 14 years of experience in wealth management. In addition to leading Sage, Angela Wetzig serves on the investment committee for the Community Foundation of Sarasota County, helping oversee more than $500 million in charitable assets. That same long-term, disciplined mindset guides every client relationship.
A Relationship Built to Last
We’re here to help you align your financial life with your goals—through every phase of retirement. If you’re looking for a clear, coordinated approach with a trusted partner, we invite you to learn more about our process and see if we’re the right fit.
Sage Wealth Consulting, LLC 