About Sage Mountain
Personalized Wealth Management and Retirement Planning for a Confident Future
Empowering Your Financial Future
At Sage Mountain Wealth Management, we provide personalized financial planning and investment management services to clients in the Treasure Valley and beyond. Founded by Aaron Flores, a seasoned CFO with over a decade of experience, our firm is dedicated to helping you achieve your financial goals. We specialize in 401(k) rollovers, retirement planning, helping clients who profit from selling real estate, as well as the beneficiaries of inherited assets. We are committed to empowering you with the knowledge and strategies needed for a secure financial future.
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. This helps solidify trust in the client-advisor relationship and assures you that your needs and goals are both understood as well as managed by the same person. We are here to help you succeed and feel that a personalized approach is the right way to do it.
Focus on US
Investment Markets
There are many advisors who strongly feel you should always have some exposure in international markets. Not us. Within the stock portion of one’s portfolio, We invest our client assets strictly in US equities. The US is still by far the world’s largest economy. Its strength comes from a strong private sector, focus on innovation, and financial transparency and public reporting standards in its stock market. We are bullish on the long-term prospects of the US economy.
Trust Through
Education
As with many things in life, people tend to work with us because they either don’t know enough about investments or don’t care to keep up. While we obviously don’t expect you to grasp everything we talk about to the fullest extent, we also want to make sure you have a general understanding about what we are doing (it is your money after all). 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.
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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?
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.