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Saige Private Wealth

Antonia La Rocca founded Saige Private Wealth in 2022 after 14 years working as a wealth advisor at a global financial institution, following 13 years as a tax consultant at a major accounting firm. She brings all of this experience to help our clients and their families pursue their life’s goals by applying the benefits of their wealth - wisely and prudently. As an independent wealth management firm, Saige Private Wealth delivers objective advice, practical solutions, and enhanced goals-based planning. We develop a holistic approach for our clients’ financial well-being. We are committed to knowing our clients thoroughly – understanding their backgrounds so we can effectively guide them forward – on a clear path towards a more rewarding, satisfying and personally meaningful financial future. In addition to the advantages we bring to our clients through Antonia La Rocca’s background as a CPA and her Master’s in Taxation, Antonia is completing advanced studies in gerontology Applying her in-depth understanding of the aging process, Antonia is able to counsel our clients on practical and effective long-term planning strategies which can include elder care, legacy planning, next generation education and estate optimization. We can help you build both a plan and a path towards the financial future you imagine for yourself and your family. You have big questions about your wealth and your life, and together we can identify the answers and strategies that are right for you. We’re here to guide you, by listening carefully, assessing your needs. We invite you to call on us today. Let’s begin your journey together. Please connect with us on LinkedIn or visit our website at

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HeadquartersSanta Barbara, United StatesEmployees3(1 to 10)Websitesaigepwm.comLinkedIn profileLinkedIn

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