Helping you invest confidently toward financial freedom

one mountain peak at a time

Meet Aaron

I am a fiduciary, independent financial advisor who loves working with people one-on-one, helping them achieve their financial goals. I’m not part of a large firm where you might interact with several different people. It’s just me and I love the freedom I have to serve my clients in the best way possible.

 

I provide my clients a very personalized service. Call me, text, or send an email, whatever you like. Even if it’s a weeknight or weekend, I’m here to help. I meet with my clients whenever and wherever is most convenient for them.

Learn More

Meet Aaron

I am a fiduciary, independent financial advisor who loves working with people one-on-one, helping them achieve their financial goals. I’m not part of a large firm where you might interact with several different people. It’s just me and I love the freedom I have to serve my clients in the best way possible.

 

I provide my clients a very personalized service. Call me, text, or send an email, whatever you like. Even if it’s a weeknight or weekend, I’m here to help. I meet with my clients whenever and wherever is most convenient for them.

Learn More

Personalized
Guidance

As a one-man shop, it allows for me to grow and nurture the client-advisor relationship in a way that’s different from your typical firm. The relationship requires trust and transparency. My goal is to make it feel like you have a really great, long-time friend helping you through this journey.

Focus on US
Equities

Your typical financial advisor usually recommends some allocation for international stocks in your portfolio. I don’t believe you need it. The US economy remains the largest economy globally and has been the dominant economic power for several decades.

Trust Through
Education

For most people, their money is something they’ve worked hard for. Instead of trusting someone blindly with your money, I think it’s important for you to have a decent understanding of what they’re doing. I love breaking down concepts in a way that is easy to understand.

"Aaron is an exceptional advisor and has been an invaluable guide in improving our financial literacy. He has thoroughly discussed options and various investment strategies with us, helping us identify the best place for our resources both in the near and long term. In every meeting, he is diligent, prepared, friendly, and patient. We truly appreciate the individualized care he provides, and it’s that care that gives us the confidence we need when making financial decisions."
- Tim and Becca S.
"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.
"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 have talked to several financial advisors in the past and never really saw the value they would bring. Aaron’s approach, however, keeps it simple, straightforward and easy to understand. He stays current with the market, doesn’t overreact to the fluctuation and is very patient and methodical in what he invests in."
- Steve W.
"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.

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.

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.

Do I need a financial advisor?

Not everyone needs a financial advisor. If you’re comfortable managing your own investment portfolio or making complex financial decisions on your own, then you probably don’t need me. Many of my clients hire me because they want a financial professional to help them make wise decisions, and/or they don’t want the hassle of worrying about their investments day to day.

I serve a broad range of clients:

  • Planning for retirement
  • Consolidating old 401(k) accounts
  • Diversifying company stock options
  • Reinvesting proceeds from real estate
  • Inheriting assets and/or life insurance proceeds
  • Running nonprofits and/or foundations
Learn More

So how do we get started?

First, we meet and get to know each other. It’s important to determine if the fit is right before we proceed. Once we’ve established what we need to do, then we get to work. The client-advisor relationship is an ongoing one that requires me to stay abreast of ever-changing life situations and adjust our plan as needed.

Get in Touch

Ready to take control of your financial future?

Let me help you get there. I’d love to hear from you!

Let's Talk