Our Mission Statement

Education is not the filling of a pail, but the lighting of a fire  William Butler Yeats

Sage Wealth Advisors is an independent fee only  financial planning and wealth management firm registered with the State of Massachusetts. Sage Wealth Advisors  has no ties to, nor receives commissions or compensation from, any broker, mutual fund company, banking institution, or insurance company. We offer truly unbiased, objective  financial planning and investment advice with only our clients' best interests in mind. 

Our Mission is to partner with clients to establish and achieve financial goals through objective planning and management of investment assets.  Our purpose is to help build, manage and preserve your wealth.  We put our client's interest first, act with integrity and honesty, and strive for excellence in every facet of our practice.  Our success is not measured by performance statistics but rather by our clients' success in achieving their goals.   

Our Clients are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves.  Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial.