Sage Wealth Capital

Sage Wealth Capital is an independent, single‑advisor registered investment adviser that provides ongoing asset management and financial planning services. The firm works with individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, and holds managed accounts at SEI Private Trust Company for custody and trade execution.

The investment approach emphasizes wealth preservation and long‑term capital growth through a disciplined, predominantly top‑down process that blends tactical and strategic asset allocation. Equity selection follows a Growth‑at‑a‑Reasonable‑Price (GARP) framework with a proprietary four‑step (“four barrel”) screening for consistent revenue and earnings growth and a preference for mid/large‑cap holdings, while fixed‑income portfolios are managed with laddering and attention to duration and credit quality.

What is distinctive for a firm of this size is the firm’s willingness to use performance‑based fee arrangements for “qualified clients” and the documented controls (including high‑water‑mark calculations and policies to address conflicts) that accompany those arrangements — a practice that is uncommon among independent advisers. The firm also uses sub‑advised and model solutions provided by an institutional partner (SEI) and offers financial planning and consulting without an additional charge.