Why Use This Tool?

FPA PlannerSearch Participants:

Find the Certified Financial Planner™
Who's right for you.

Sage Wealth Management, Inc.

340 Broadway
Ste 1
Saratoga Springs, NY 12866-3110
Phone: (518) 583-4000
Fax: (518) 587-2466

Household Income Minimum: $300,000
Investable Asset Minimum: $1,000,000

Specialties

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.