Having the combined wisdom to understand financial wellness and how it touches all aspects of your life is a large part of what we do. As clients, you’ll come to know us as your primary financial counselors, where we look at the health of your complete financial picture and work with other trusted advisors to bring all the pieces together. From there, we create and implement appropriate wealth strategies that work at maintaining happiness and well-being for generations to come.

We are your primary Financial Counselors, where we look at the health of your complete financial picture.

Wellness touches every aspect of our lives and is the full integration of many states of being, including financial well-being. At SAGE Investment Partners, our 75 years of combined investment experience gives you a team of experts at your fingertips. In fact, we all work together to come up with an integrated financial plan that mitigates risk and supports your holistic financial needs in one in-depth process. Here’s how.

OUR PROCESS

Each Investment Partner has a primary area of responsibility and focus, from:

• certified financial planning and quarterly progress tracking; to
• conservative income-producing solutions and growth-capturing opportunities; to
• pension-style asset management and asset allocation strategies

This allows us to sit down and work through an investment plan that is not just a projection, but a tangible positive move towards holistic financial wellness.

 

BANKING & CREDIT MANAGEMENT

Yasmeen Moroz
Private Banker

• Advice & financial solutions

• Cash management

• Credit planning

Debbie Avery
Commercial Banking Manager

• Commercial business (small & mid-size companies)

• Business strategies

• Credit & succession planning

 

INVESTMENT PLANNING & MANAGEMENT

Craig McElroy

Senior Wealth Advisor

 

• Personal and business wealth planning

• Inter-generational wealth transfer

• Tax-optimization strategies

• Pension-style asset management

• Asset allocation strategies

• Personal and business wealth planning

 

ESTATE TRUST & ADVISORY SERVICES

Nunzio Rucchetta
Estate Planning Specialist

• Estate plan development
• Charitable giving
• Tax-minimization strategies for estate

Manny Rebello
Trust Officer

• Executor & Co-executor
• Power of Attorney
• Trust Administration
• Wills & Estate Settlement