Detailed planning is OUR CORE CAPABILITY

Sage Team photo

SAGE Connected Investing is an independent investment management and wealth advisory team with a boutique feel and over 268 years of combined investment industry experience. Our tight-knit team of 11 professionals is dedicated to:

  1. Building our clients’ wealth with peace of mind by delivering exceptional risk-adjusted returns.
  2. Ensuring our clients’ wealth is managed efficiently through tax optimization, and structured in a way that ensures their goals and wishes are fulfilled.
  3. Delivering service that is prompt, accurate, convenient and simple.

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger