Company Overview
- Headquarters
- 125 High Rock Ave Ste 103, Saratoga Springs NY
- Website
- sageplanning.com
- Phone
- (518) 583-7243
- Employees
- 5
- Founded in
- 1996
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$11B
Who is Sage Consulting and Wealth Preservation
Sage Consulting and Wealth Preservation is a 3-employee firm based in Saratoga Springs, New York. While a small company, it has achieved significant success, generating $2.5 million in annual revenue. Sage Consulting specializes in wealth planning and risk management services for affluent clients. Their expertise spans a range of areas including business, finance, estate, charitable, and life insurance planning. The firm distinguishes itself by focusing on clients who share a common set of values and perspectives. These clients are characterized as responsible, conservative, well-educated, family-oriented, and results-driven. They seek a trusted advisor who can develop and implement comprehensive plans to protect their assets, interests, and family needs. To learn more about Sage Consulting and Wealth Preservation's services, visit their website at sageplanning.com.
Sage Consulting and Wealth Preservation Tech Stack
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| 11M | 2 | San Francisco, CA | 2012 | |
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