We are proud to share with you the news that Sage has once again been recognized as a leading wealth management firm by both Barron’s and the Philadelphia Business Journal.
While we are honored by these recognitions, our number one priority, and what we are most proud of, is our clients’ satisfaction, which is reflected by our 98% client retention rate.
Any honor Sage receives is a team achievement. They reflect the ongoing trust and confidence our clients and friends have placed in us, and they are a testament to the hard work the entire Sage organization puts into delivering a highly personal, professional, and meaningful client experience. For both we are extremely grateful.
For more information on these recognitions, our disclosures, and the services we offer, please click here.