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.

Let’s Climb Together

†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!

Schedule a free, no-obligation review of your investments today. Let’s meet at your convenience, whether in-person or virtually. Contact us now to start planning for a brighter tomorrow.
Let's Talk

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

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Investment Management

We research and select investments that are going to provide the greatest opportunity for return while also keeping cost at a minimum. We invest for the long term. We stay current with the market and continually monitor your account.
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Financial
Planning

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Financial Planning

Our philosophy is that we make plans for the long term while also working on short-term actionable goals today. Within our first set of meetings, our objective is to get to know you, making sure we have a clear understanding of your financial goals, challenges and needs.
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Portrait of Aaron Flores

About Us

"I am passionate about building long-term and meaningful relationships with our clients"

Founded by Aaron Flores, a seasoned CFO with a passion for helping others achieve financial success, Sage Mountain Wealth Management combines expertise with a personal touch. With a heart of a teacher and a commitment to integrity, he strives to build long-term relationships with clients, guiding them towards their financial goals.
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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?
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Happy family
"Aaron has done an excellent job helping us understand our investments and making a plan for our future financial goals. He is very knowledgeable about all aspects of investing and has our best interests in mind. He is very personable and great with communication."
- Brian and Dawn S.
"I am very happy Aaron is handling my account. He makes sure to answer all my questions, and he has handled all my requests promptly and professionally. "
- Ted G.
"Aaron is a wonderful person, who truly takes the time to understand you and your family's short and long term financial goals. He is also very patient and thorough in explaining and helping you to understand how your investments will be managed. He is quick to respond, great at communicating, and we have really enjoyed working with him!"
- Jared and Sarah W.
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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.

Let's Talk
  • Registered Investment Adviser
    CRD # 7605995

Disclaimer

Sage Mountain Wealth Management provides this website for general informational and marketing purposes only. You should not construe any such information as legal, tax, investment, financial, or other advice. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed on this site.

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