Let Us Be your Guide

You wouldn’t climb Mount Everest without the proper guide, so why would you trust your financial future to just anyone?

Let Us Be your Guide

You wouldn’t climb Mount Everest without the proper guide, so why would you trust your financial future to just anyone?

EMBRACE THE CLIMB..

and the descents. Navigating the financial terrain of life takes experience, so why trust your financial ​​security to just anyone?

Now What?

Creating and maintaining financial security takes planning , so why would you trust your
family's future to just anyone?

Everything you need to know about Sage Wealth Strategy

Picture of Wade Borth
Meet Wade Borth, the long-term thinker and financial expert behind Sage Wealth Strategy. With over 30 years in the financial planning industry, Wade has helped countless clients use properly structured whole life insurance policies to achieve their goals and grow multi-generational wealth. Sage Wealth Strategy is built on a foundation of integrity, and the belief that we’re all filled with infinite knowledge—we just need to tap into it. It’s time to let go of the typical wealth-building strategies. If you’re ready to seek the truth and take control of your financial future, get in touch with Wade today.
Why work with Sage Wealth Strategy?
Founded on the principles of transparency, trust, and integrity, Wade Borth and Sage Wealth Strategy strive to educate and empower people just like you to take control of their money. We recognize that making financial decisions can be confusing and stressful, especially when“experts” muddy the waters with advice meant for the masses. With limited savings and large amounts of debt, money continues to be the number one cause of anxiety in our country. But, as you may have already suspected, it doesn’t have to be this way.

Money, like water, has to flow. When money remains stagnant, it is subjected to things like taxes, fees, and inflation. Keeping your money in motion protects it from these common wealth destroyers and gives you the means to properly manage and grow your wealth. Sage Wealth Strategy teaches clients how to keep their money flowing by letting go of conditioned thinking and utilizing alternative solutions to typical wealth-building strategies.

Rather than selling our clients another financial product, we use our expertise to teach them a new process for understanding and managing their finances. By implementing these strategies, they can make informed decisions that ensure their money is continually working for them as they build a warehouse of wealth that will last for generations to come. The good news? You can too!
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Services

OUR MISSION

At Sage Wealth Strategy, we strive to make planning for the future as straightforward as possible. We believe in the power of thinking outside the box and implementing alternative solutions to build a warehouse of wealth that spans generations. Using the expertise we’ve garnered through many years of hands-on experience, we give our clients the financial tools and abundance mindset necessary to live a satisfying and rich life.

Services WE PROVIDE

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Infinite Banking Concept

As a certified Infinite Banking Institute Practitioner, Sage Wealth Strategy is a trusted source to teach clients the value of using properly structured whole life insurance to build multi-generational wealth. Understanding how money can work for you is vital to making sound financial decisions now and in the future. The Infinite Banking Concept simplifies the process by taking the theoretical and moving it into the practical. Sage Wealth Strategy will equip you with the right mindset and tools so that you can begin making mountains out of molehills.
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Retirement Planning

It’s never too early to start planning for retirement—but you do have to plan. After all, you don’t want to run out of money during retirement! Taking the time to plan now rather than later will help ensure your money is there when you need it. Not only will we help you identify your goals for retirement, but we will teach you strategies to build up a warehouse of wealth, using your own money, so you can make those goals a reality and retire to a life you love.
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Pathway to Prosperity

Control is freedom. Taking back control of your finances and developing a “money mindset” is the first step to starting the trek up Money Mountain. Sage Wealth Strategy will be your guide as we help you decide which trail works for you, and we’ll be sure to pack the essentials—our expertise and financial tools—to make conquering the mountain easy. Sure, there will be peaks and valleys—there always are! But with our help, the Path to Prosperity is just a step away.

ConNECT WITH SAGE WEALTH STRATEGY

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