Delivering Support and Financial Guidance
Our Services
Sage Beacon Wealth Management is a comprehensive financial services firm. Our philosophy is to provide our clients with understandable, experienced expertise and prudent, professional guidance in support of their specific financial objectives. At Sage Beacon Wealth Management, we provide assistance in the following areas.
Investments & Investment Planning
- Investment Advisory Accounts
- Brokerage Accounts
- Asset Allocation & Diversification Analysis*
- Mutual Funds
- Stocks
- Government Securities
- Corporate and Municipal Bonds
- Variable & Fixed Annuities
- CDs
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Retirement Plans & College Savings Plans
- 401(k) Plans
- Profit Sharing Plans
- Traditional IRAs & IRA Rollovers
- Roth IRAs
- Simple & SEP IRAs
- 529 College Savings Plans
Financial Planning
- Retirement Planning Services
- 401(k) and 403(b) Planning
- College Planning
- Business Continuation Planning
Estate Planning Strategies & Elder Law Issues
- Estate Planning Strategies
- Intergenerational Wealth Transfers
- Charitable Giving
- Long Term Care Planning
Insurance & Risk Planning
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
It All Starts With A Deeper Conversation
At Sage Beacon Wealth Management, we strive to chart a course that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.