Sage Wealth Consulting, LLC - Sarasota, Florida

Sage Wealth Consulting, LLC, located at Address: 6151 Lake Osprey Dr rm 300, Sarasota, FL 34240, United States, is a women-owned financial planning firm that offers investment services and financial consulting. The company can be reached at Phone: 9415003660 and their website is sagewealthconsulting.com.

Specialties

Sage Wealth Consulting, LLC specializes in financial planning, financial consulting, and investment services. They are committed to helping their clients achieve their financial goals through personalized and comprehensive financial planning.

Other Points of Interest

The company offers online appointments and on-site services, making it convenient for clients to meet with their financial consultant. The location is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. Additionally, the location has toilets and appointments are recommended.

Opinions

This company has received 11 reviews on Google My Business, with an average opinion of 5/5. Clients have praised Sage Wealth Consulting, LLC for their financial guidance, regular communication, and quarterly meetings to review financial planning, portfolio performance, and keep things on track. One client said, "I have been with Sage Wealth Consulting for a couple of years now and have been very pleased with Angela's financial guidance. She is great to work with and communicates regularly. Highly recommend her."

Recommendation

If you are looking for a financial planner, financial consultant, or investment services, Sage Wealth Consulting, LLC is a great option. Their personalized and comprehensive financial planning, convenient online and on-site services, and wheelchair-accessible location make them a recommended choice. Contact them today through their website sagewealthconsulting.com to schedule an appointment and start your journey towards financial success.

👍 Reviews of Sage Wealth Consulting, LLC

Frank Volpe

5/5

I have been with Sage Wealth Consulting for a couple years now and have been very pleased with Angela's financial guidance and she is great to work with. I love that she communicates regularly and also meets with her clients on a quarterly basis to review my financial planning, portfolio performance and keep things on track. Highly recommend her.

C FL

5/5

Angela is a skilled wealth consultant with superior financial planning and investment management abilities. She creates a plan based upon her client's needs, ensuring each individual feels valued and important. From student loan payoff plans to retirement strategies and smart investing, Angela is a professional. Her responsiveness when contacted is a testament to her dedication, and she genuinely cares about her clients. I recommend Sage Wealth Consulting.

Sue Haessly

5/5

My time as a client with Sage Wealth Consulting has been a wonderful experience. Angela and her team are professional, kind and responsive. I have confidence and proof that my assets are in good hands and that I matter to them. They instill that confidence by action and results. I highly recommend Sage Wealth and Angela Wetzig. Looking forward to our continued relationship to help me navigate the sometimes crazy world of asset management.

Chris Bloom

5/5

I've been working with Angela at Sage Wealth Consulting since 2022. Angela helped me realign my finances to my long-term empty-nest and retirement priorities and streamlined my investments to maximize the potential for success. I've seen my portfolio perform better in the 2 years since engaging SWC than it had at any point before. I really appreciate the personal touch that Sage provides - I know I can reach out with questions about financial decisions and I trust that the advice I receive will be balanced against my goals and the market conditions. Out of all the newsletters coming into my inbox, Angela's quarterly updates are one of the few I look forward to reading to gain insight into what she's seeing in the markets. I highly recommend Angela and Sage Wealth Consulting for helping you reach your financial goals.

David Wiegman

5/5

We have been using Angela at Sage wealth for approximately 4 years.We have been pleased with her financial guidance and the results. Angela is an excellent choice for your financial planning and is a pleasure to work with.
David Wiegman

Nancy Missall

5/5

Angela is a wonderful financial advisor. She is excellent with communications and in preparing and delivering a financial plan tailored to our needs. I highly recommend!

Brian Peterson

5/5

I highly recommend Angela if you are looking for a trustworthy and reliable financial advisor. She will take the time to understand your personal financial goals and tailor a specific plan to help you achieve them. Shes transparent, honest and a great person!

Angela Grangé

5/5

Angela Wetzig is a great asset to Sarasota financial community. Professional, astute, superior education and background in wealth management. Founder of Sage Wealth Consulting, LLC. Exemplary involvement with Sarasota Community charities and activities. Truly an asset for our community.