Living Your Hopes and Dreams
We understand that you are the master of your fate, the captain of your soul – and we will help you achieve whatever matters to you, any way we can. Whatever matters to you, matters to us.
How We Can Help
We are able to draw on nearly three decades of experience, resulting in our ability to take a comprehensive view of our client’s overall picture and resources to best help them reach their goals.
WHO WE ARE
Get to Know Us
We invite you to learn more about us and our experience, and encourage you to sit down with us for a complimentary consultation to discuss your goals and to get to know each other better.
INVESTMENT PLANNING FOR THE NEW ECONOMY
At Sage Investment Group we understand that we are your partner when it comes to your financial security and understanding these changes. This is a responsibility we take seriously. Our goal is to earn your trust and confidence. We establish our priorities based on your needs and goals.
We do this by getting to know you personally, as well as by developing an understanding of your objectives. Once we know who you are and what you want to achieve, we will help you build a strong foundation to help meet those objectives.
We strive to create a personalized path for you to travel – but not traveled alone. No matter what your destination, we will act as your partner, your compass, to help keep you on track to reach your goals –maybe a little sooner, with less risk and a little more money. Your goal is our destination. Please enjoy our site and the resources we have made available.
HOW YOUR JOURNEY BEGINS….
Let us begin with a simple question: When was the last time you felt really good about your financial goals? Maybe not for a long time.
If you feel that way, you’re not alone. A lot has declined in recent years, including investor confidence and wellness. Multiple research studies paint a picture of an anxious, skeptical and tentative investor, uncertain about where to turn, but certain about the need for help.
We call it seeking “financial wellness” – investors seek a holistic approach to achieving goals and building confidence.
Time and again, clients tell us how much better they feel when the path before them is clear. When obstacles are pushed aside and goals are well-defined.
That’s what we do. We help investors get to their destination of financial wellness; lighting the path along the way, and keeping them on track.
That kind of advocacy requires winning your trust and acquiring a deep understanding of your situation. To make that happen, we utilize a detailed yet straightforward process for assessing your financial wellness and identifying your important goals. Most importantly, we pledge to help our clients make informed decisions about their resources so that they can be used for the highest and best use for the people they care about. Please Contact Us to schedule a complimentary meeting.
Sage Investment Group is an independent investment advisor and fee-based financial planning firm in Pasadena, CA. Sage Investment Group is a Registered Investment Advisor registered with the California Department of Business Oversight. The firm primarily conducts business with individuals and organizations domiciled in California. We have a legal fiduciary responsibility to provide advice that serves your interests before our own. Our firm offers fee-based investment management and insurance products to individuals, businesses, trusts, partnerships, not-for-profit organizations, and retirement plans.
Getting started is easy – connect with us.