A fresh approach
to wealth management.
SageMint Wealth is a wealth management firm for high-net-worth individuals, families, and business owners that is committed to growing wealth and investing in a better world.
What is the meaning
behind our name?
Sage: possession of wisdom, judgment, and experience.
Mint: innovation, wealth, and where money is made.
Invest in what matters most to you.
We bring a fresh approach to financial planning by building authentic relationships with our clients, executing innovative strategies, and investing in socially responsible companies that make a real impact in the world.
About Us
Check out our new office
We are a full-service firm.
Wealth Management
We help you identify what is important and set meaningful goals to align your vision with your values.
Investment Management
Once we understand your financial goals, risk level, and time frame, we design a custom investment portfolio to help you work towards achieving your financial goals.
RETIREMENT PLANNING
We create plans that are designed to help you pursue financial independence so you can have more control over your time, enjoy life, and do more of what you love.
ESTATE & TAX PLANNING
All of our financial plans and investment strategies are created with tax considerations and estate planning goals in mind.
RISK MANAGEMENT
We will help you mitigate risks that arise from unexpected life events such as death, disability, or illnesses.
IMPACT INVESTING
We help you align your values with your investments by recommending strategies that generate positive social and environmental change.
