Every mountain top is within reach if you just keep climbing †
At Sage Mountain Wealth Management, we pride ourselves in being a partner in helping you achieve your financial goals.
†Author Barry Finlay
Personalized
Guidance
As a client of Sage Mountain, you will work directly with your advisor at all times. You’ll never get passed onto a call center, a secretary or junior advisor.
Focus on US
Investment Markets
Within the stock portion of one's portfolio, we invest our client assets strictly in US equities. We are bullish on the long-term prospects of the US economy.
Trust Through
Education
It is our desire to break down concepts in a way that is easy to understand. We want to make sure you feel comfortable with the strategy and know that we are always open to answering your questions.
Do I have enough money to retire?
What do I do with my old 401(k)?
I just inherited (or profited) a large sum of money. Help!
Services Summary
Unlock your financial potential with Sage Mountain Wealth Management. We offer investment management and financial planning services. Whether you’re retiring soon, consolidating old 401(k) accounts, or about to experience a financial windfall, we’re here to guide you every step of the way. Take control of your financial future today.
Investment
Management
Investment Management
Financial
Planning
Financial Planning
About Us
"I am passionate about building long-term and meaningful relationships with our clients"
Service Areas
Sage Mountain Wealth Management serves clients nationwide. Whether you’re in Boise, Idaho, or anywhere in the USA, we’re here to provide personalized financial guidance tailored to your needs.
- Are you approaching retirement?
- Do you have old 401(k) accounts with previous employers?
- Did you recently sell property with proceeds to invest?
- Are you the beneficiary of inherited assets?
All testimonials reflected above are from current clients of Sage Mountain Wealth Management. No compensation was provided and all clients represented give their permission for their testimonial to be publicly displayed.
Ready to take control of your financial future?
Let us help you get there. We’d love to hear from you! Contact us now to start planning for a brighter tomorrow.