SAGE WEALTH MANAGEMENT
Sage Tree Wealth offers active wealth management for those clients that desire an account that seeks steady growth, with some protection against downside risk. MINIMUM INVESTMENT = $10,000.
PASSIVELY MANAGED ACCOUNTS
Sage Tree Wealth also offers index style investing through Betterment, for those clients who want a more automated, buy and hold strategy for their accounts.
NO MINIMUM INVESTMENT REQUIRED
Sage Tree Wealth, Inc. is an SEC registered investment advisory firm located in upstate New York. We offer a variety of financial services including private wealth management, 401k plan design/service, and comprehensive financial planning.