Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), member SIPC. Sagebridge Wealth Management is a separate entity from WFAFN.

Our mission is to help our clients achieve a work optional lifestyle. We strive to provide world-class services with frequent personal contact and strategy reviews. Our objective is to build long-term, multi-generational relationships with families based on a personalized investment planning approach.