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.
Vision & Core Values
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.
