01.
Expertise You Can Trust
Decades of experience in tailored financial strategies.
02.
Client-First Approach
Transparent, fiduciary guidance for your goals.
03.
Continuous Support
Unwavering guidance and personalized support at every step.
Why Choose Us.
About Us
At Capital Sage Wealth Management we are security licensed & fiduciary professionals dedicated to helping individuals, families and businesses achieve their financial goals with confidence and clarity. With years of industry experience in financial planning, investment management and wealth preservation we offer tailored strategies designed to suit your unique needs.
​
Our approach is based on trust, transparency and a deep understanding of your goals and aspirations. Whether you're planning for retirement, building an investment portfolio or managing complex financial situations. We provide personalized solutions and ongoing support to guide you every step of the way.
Let us "Bring your goals closer to you"
Our Services
We provide Estate Planning, Retirement Planning, Investments Planning & Tax Planning Services.
​
In our 3 step approach, we first discuss your goals, design a comprehensive plan and deliver a tailored solutions. As your trusted partner, we review them periodically based on any major life events or macros economic environment.
Disclaimer:
Advisory services are offered through Secure Investment Management LLC, a federally Registered Investment Adviser with the SEC, DBA Capital Sage Wealth Management. Note that registration as an investment adviser does not imply any particular level of skill or training. Capital Sage Wealth Management is independently owned. CA Insurance Lic. #4305865. For monitoring or training purposes, calls, zoom videos, and other digital interfacing conversation devices may be recorded. This message is intended exclusively for the individual or entity to which it is addressed. The information in this message and any files transmitted with it is confidential, may be legally privileged, and intended only for the use of the individual(s) named above. Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately and delete all copies of this message. The contents of this message and its attachments are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. This message is not intended to solicit the sale of any securities, nor is it intended to give investment advice since you must speak with a licensed, registered representative or investment adviser representative for this purpose.