Personalized financial guidance built on trust, education, and long-term relationships.
At Sage Wealth Strategy, we help individuals, families, and business owners navigate financial decisions with greater clarity and confidence through thoughtful planning and relationship-driven advising.
Financial strategy should never feel transactional or one-size-fits-all.
Sage Wealth Strategy was founded on the belief that meaningful financial planning begins with understanding people: their goals, values, challenges, and vision for the future.
Our role is to help simplify complex financial conversations and create personalized strategies designed around long-term confidence, protection, and opportunity.
What We Believe
We believe financial guidance should:
- Be educational, not sales-driven
- Focus on long-term thinking
- Empower individuals and families
- Support business owners through every stage of growth
- Create clarity and confidence for future generations
Every conversation starts with listening first and building strategies that align with your unique goals and priorities.
Our Areas of Focus
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Wealth Strategy
Customized planning designed to support long-term financial confidence and flexibility.
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Retirement Planning
Helping clients prepare for retirement with clarity, structure, and peace of mind.
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Business Owner Planning
Strategic guidance for entrepreneurs and business owners navigating growth, protection, and legacy planning.
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Financial Education
Making financial concepts easier to understand through open conversations and ongoing support.
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Legacy Planning
Helping families create strategies that support future generations and long-term impact.
Relationship-Driven Guidance
At Sage Wealth Strategy, relationships are at the center of everything we do.
We believe the strongest financial plans come from trust, transparency, and long-term partnership, not quick transactions. Our goal is to create an environment where clients feel informed, supported, and empowered to make confident financial decisions.
Leadership & Vision
Founded by Wade Borth, Sage Wealth Strategy reflects a commitment to helping clients think differently about financial planning through education, perspective, and long-term strategy.
Through years of advising, speaking, podcast conversations, and client relationships, Wade has built an approach centered around helping people create financial confidence while aligning their money with the life they want to build.
Let’s Build a Strategy Around Your Goals
Whether you’re planning for retirement, growing a business, or looking for greater financial clarity, Sage Wealth Strategy is here to help guide the conversation.