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About Us


Sage Beacon Wealth Management is an independent financial service firm that provides asset and risk management, as well as investment planning services for individuals, trusts, and corporate qualified retirement accounts.

We will not recommend any course of action until we are fully aware of the client’s goals and objectives — and then only when we are convinced that the recommended action is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.