Sage Consulting & Wealth Preservation is a specialized financial services firm based in Saratoga Springs, New York, dedicated to helping individuals, families, and businesses develop strategic plans for financial independence and legacy preservation. With a focus on holistic wealth management, Sage offers customized strategies designed to align with clients’ long-term personal and financial goals. The firm integrates financial consulting with estate and retirement planning, giving clients confidence in their future and peace of mind for their loved ones.

Sage distinguishes itself through a boutique, client-centric approach, providing high-touch advisory services tailored to each client’s unique circumstances. Their team of experienced consultants brings in-depth knowledge across tax-efficient investment planning, risk management, and wealth transition strategies. Sage often collaborates with attorneys, CPAs, and other professionals to ensure cohesive planning, and they remain committed to educating clients so they can make informed financial decisions. Trusted by generations of clients, the firm emphasizes long-term relationships and ethical guidance.

Website: http://sageplanning.com/contact

Key Services:

– Comprehensive financial planning
– Wealth preservation strategies
– Retirement income planning
– Estate and legacy planning
– Investment management
– Insurance and risk management
– Business succession planning
– Tax-efficient strategies for individuals and families