Sage Stone Wealth Management

Sage Stone is a wealth management company committed to empowering individuals, businesses, and nonprofits to invest in ways that are both profitable and aligned with their values. As pioneers in Ethical Investing, we offer a diverse range of services tailored to the unique needs of our clients: • Ethically Screened Portfolios: Investments that are competitive in the market while reflecting your personal values. • Complex Investment Strategies: Customized solutions for CEOs overseeing multiple businesses. • Estate Planning Oversight: Collaboration with leading attorneys and CPAs to ensure comprehensive planning. • Long-Term Asset Transfer Strategies: Plans for safely passing assets to future generations. • Tax Strategies: Innovative approaches that support your philanthropic goals. • Endowment Management: Expert oversight of your endowment funds for optimal growth. • Corporate Cash Management: Tailored solutions for effective cash management and investment. • Retirement Planning: Guidance in setting up retirement plans for nonprofits and corporations. We’re here to help you achieve your financial goals while staying true to your values.