About Us
At Sage Mountain Wealth Management, our core business offering is Investment Management along with Financial Planning. In order to care for your investments, we first need to get to know each other. It is important that we understand things like your risk tolerance, income requirements, performance goals, and specific needs for cash disbursements in the future.
We then make customized portfolio recommendations, execute the strategy, and review it often to make sure it is still in line with your expectations. We typically diversify clients’ portfolios among low-cost index funds, exchange-traded funds (ETFs), and where the portfolio size allows, potentially individual stock or bond holdings. Generally, we invest for the long term which helps reduce trading and other costs thereby helping to maximize your returns.
Meet Aaron
Aaron Flores, MBA - Founder and Owner
From an early age, Aaron gravitated to numbers, details and planning. One of his first career aspirations was to become a teacher. He possesses a strong desire to help people and break down concepts in an easy to understand way.
After obtaining his MBA degree at California State University, Fullerton, Aaron spent over a decade working in accounting and finance. Since December 2013, he has served as the Chief Financial Officer for My Day Counts. The company is a $10 million nonprofit organization serving adults with developmental disabilities.
Combining his work experience and passion for investing, Aaron decided to take the Series 65 Exam and become a Registered Investment Adviser (RIA). His job as a CFO constantly requires that he assesses business decisions for their financial feasibility and profitability. As an investment advisor, he applies those same skills as he works with clients to help them plan and invest confidently for their future.
He and his wife have one daughter and enjoy their days living the country life a short drive outside of Boise, Idaho. Aaron enjoys taking care of the chickens and goats on the family farm. He is a man of faith and attends church weekly with his family.
Why Sage Mountain
Independent and Fiduciary
Independent and Fiduciary
Independent and Fiduciary
We are an independent Registered Investment Adviser (RIA) firm. Being independent benefits you because we are not tied to any particular family of funds or investment products. This allows us greater flexibility to serve you and the freedom to choose from a wide variety of investment options. As a fiduciary, we put a client's best interests ahead of our own.
Fee-Only Advisor
Independent and Fiduciary
Independent and Fiduciary
As a fee-only investment advisor, we do not earn commissions for selling you products. Our fee is strictly based on the assets we manage. This helps minimize conflicts of interest and allows for a more transparent pricing structure.
A Personal Relationship
Independent and Fiduciary
A Personal Relationship
You get direct access to your advisor instead of communicating with a secretary or calling into a service center. This allows us to provide service that is responsive, attentive, and personal. At the end of the day in this line of work, you need to be able to trust the person managing your investments and we hope to earn that trust.
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