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Month: March 2017

March 24, 2017June 1, 2023 by Rebecca Anderson

Our Perspective: On True Wealth

At Sage, our job is to focus on investment strategies and helping you preserve and grow your portfolio, but we understand that money in and of itself does not guarantee happiness or provide a sense of purpose. True wealth is not as easy to calculate as net worth. As our father, David, liked to remind | Read More +



Posted in Our Perspective
Top Financial
Advisors
2023
3/2023
98% Sage Financial
Client Retention
2017–2022
1/2023
98% Sage Financial
Team Retention
2017–2022
1/2023
Best Places
to Work
2023
7/2023

Sage never pays a fee for any ranking or recognition.

Our client retention rate is calculated annually and a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.

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