Sage Capital Advisors, Inc. a leader in the integration of asset preservation, estate planning and wealth management frequently holds seminars about Global Wealth Design and Presrvation™ for attorneys, certified public accountants and other financial professionals. Our experience and expertise make us sought after speakers on The Integrated Wealth Preservtion and Growth Solution™.
“Over the course of my career, I have seen many changes in the asset preservation and wealth management fields. One thing that has remained a constant, however, is a lack of integration between the various disciplines and practitioners associated with these fields. This has proven to be a particular disadvantage for high net worth individuals, business owners and closely held corporations because they typically possess a level of wealth that makes them attractive targets to predators. Therefore, they need to take full advantage of the wide range of strategies, services and tools currently available.
I created Sage Capital Advisors, Inc. to address this lack of integration. Our team of experienced specialists, together with our global network of leading attorneys, certified public accountants and other financial professionals, can bring together all of the resources available to provide you with a powerful, integrated, comprehensive plan. A plan that can preserve and grow your assets to a degree and in a manner that traditional financial planning firms simply cannot match. In addition, we work with traditional law and accounting firms to increase the level of service they provide to their clients.
It should be noted that in order to maximize the preservation and growth options available to you, it is better to begin the planning process sooner rather than later. The best time to begin The Integrated Wealth Preservation and Growth Solution™ is now.
On behalf of everyone at Sage Capital Advisors, Inc., I would like to thank you for taking the time to review these materials, and extend an invitation for an introductory consultation at your earliest convenience.”
Mark Sherwin
President & CEO
Sage Capital Advisors, Inc.
Sage Capital Advisors, Inc (“Sage”) is registered as an
investment advisor with the Office of Financial Regulation of the Florida Financial
Services Commission. The information and opinions contained in this document
are for background purposes only and do not purport to be full or complete,
and is subject to change. No representation, warranty, or undertaking, express
or implied, is given as to the accuracy or completeness of the information or
opinions contained in this document, and no liability is accepted as to the
accuracy or completeness of any such information or opinions. Sage does not
provide tax, legal, or accounting advice. In considering this material, you
should discuss your individual circumstances with a tax, legal and/or accounting
professional before making any decisions.
This document is not an offer, nor the solicitation of an offer, to enter into an investment advisory contract with Sage.