Services

Wealth Management

Sage Mountain Wealth Management is a Registered Investment Adviser (RIA) firm based in the Treasure Valley of the great state of Idaho. Through my firm, I serve clients all across the United States, which include mostly individuals and families.

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 help clients plan for retirement, diversify company stock options, and invest money they have saved or acquired.

Investment Management

I build a customized portfolio based on each client’s specific needs, goals and risk tolerance. My goal is to select investments for my clients that provide the best opportunity for long-term growth. I primarily use exchange-traded funds (ETFs) over traditional mutual funds for their lower-cost advantage. I also hold a few individual stocks in client portfolios that I closely follow and monitor.

Financial, Tax, & Estate Planning

Life is like a game of chess, and so is financial planning. Each person has a unique financial situation that often requires thoughtful strategy to be successful. Let’s be wise with our resources and take advantage of every investment and tax opportunity available to us. When assistance is needed with tax and estate planning, I will work alongside these other professionals to ensure the client’s overall financial goals and needs are being met.

How do I make money?

Many financial advisors at popular chains across the country are compensated through revenue-sharing agreements with mutual fund companies. This means that they are compensated more when they put certain investments in your portfolio, even if better and less expensive options exist. This is not how I am compensated.

I am a fee-only financial advisor. What that basically means is that I only receive a fee for my services from my clients directly, not from commissions or any other transactional fees. This helps reduce conflicts of interest. My fee is an ongoing percentage of the assets I manage for a client. So basically, as you make money and your portfolio grows, I benefit and vice versa when portfolio values are down.

Ready to take control of your financial future?

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