Abandon the Ordinary
You have a busy life that doesn't always include time to meticulously plan your financial future. You need something better than a boilerplate approach, but you haven't figured out where to begin.
Key Sage Wealth operates from a free-thinking, contrarian point of view, offering clients a distinctive approach that's equal parts technical knowledge and creative thinking. We take time to form personal relationships with each client so we can diagnose your unique needs in an efficient, organic way. Our founder has been studying the markets since middle school and traded during five of the world’s greatest financial and political disruptions. We’ve made our way through more than three decades of market fluctuations, and now we share our experience and sage advice so independent thinkers and influencers like you can unlock their greatest potential.
A Masterful Guide
A sage is more than a trusted friend or mentor. A true sage is an egoless master of his craft, one who carries no conflicts of interest when guiding those under his care. His agenda is to authentically guide others to greatness, helping them close the gap between potential and reality. He leads his protégés with unvarnished honesty, helping them navigate unprecedented challenges and pursue once-in-a-lifetime opportunities. Just like these masterful guides, our team leads you with genuine care, unwavering honesty and practiced wisdom.
Creative Thinking for Financial Success
Our founder was intrigued by the banking and finance industry from a very young age. Inspired by his father who worked in this field, Michael saw firsthand the difference that pragmatic financial advice given through a creative lens could make. Today, he carries on his father’s legacy with innovative solutions for wealth management.
Our firm takes a holistic approach that examines social norms, behavioral finance and psychology to prescribe effective, original solutions. We pride ourselves in delivering a distinctive investment experience and we help passionate people unlock cutting-edge strategies to optimize their wealth and achieve extraordinary goals.