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Headline About<br/>Your Value Proposition<br/>

Clarity
Before Complexity

Precision, Applied Early.


Major financial decisions are rarely isolated—and their consequences extend far beyond the moment they’re made. At Sage Wealth Partners, we focus on the planning required when complexity is highest and the margin for error is smallest: liquidity events, business transitions, and concentrated wealth decisions that shape long‑term outcomes. Having navigated these moments ourselves as business owners, we understand the weight, nuance, and downstream impact of getting them right. That perspective allows us to anticipate challenges, frame decisions clearly, and help clients move forward with conviction—before opportunities narrow and choices become constrained.

The Power of the
Head Start.

At Sage Wealth Partners, we believe the most meaningful financial outcomes are created before major transitions occur—not after options have narrowed. We’ve seen how early planning and preparation shape better decisions, preserve flexibility, and reduce uncertainty when it matters most. That’s why we help individuals, families, and business owners plan well ahead of liquidity events, ensuring they move forward with clarity, confidence, and control.

A Standard of
Excellence

Our perspective is earned. We recognize that the decisions made before a transition ultimately determine the outcomes that endure.

As CERTIFIED FINANCIAL PLANNERS® and CHARTERED FINANCIAL CONSULTANTS™, we uphold a rigorous fiduciary oath to always put your interests first. To Sage, that responsibility means more than technical compliance—it means having the foresight to engage early, the discipline to plan deeply, and the commitment to lead with accountability well before your pivotal moment arrives.

Client Centered

Planning Before
the Pivot

We work with clients during the critical years leading up to major financial transitions, when planning decisions still shape outcomes. Our role is to provide early guidance, thoughtful preparation, and coordination alongside your advisors — so decisions are made with the full picture in mind.


    • Advanced Portfolio Management  
    • Retirement Plan & Qualified Asset Transitions
    • Risk Analysis & Asset Allocation
    • Ongoing Portfolio Monitoring & Rebalancing
    • Estate Planning & Generational Wealth
    • Advanced Asset Protection
    • Coordinated Gifting Strategies
    • Charitable Gifting Optimization
    • Management Of Concentrated Stock Positions
    • Employee Stock Compensation Guidance
    • Comprehensive Insurance Analysis
    • Advanced Tax Strategies
    • Tax Loss Harvesting
    • Tax Efficient Investing
    • Roth Conversion Strategies
    • Capital Gain Management

Our Offices

Poulsbo Office

19347 Jensen Way NE
Poulsbo, WA 98370


Phone: (360) 930-8254

Scottsdale Office

16427 North Scottsdale Road
Suite 440
Scottsdale, AZ 85254


Phone: (360) 930-8254

Mobile: (480) 223-8867

Build with purpose.
Exit with power.

At Sage Wealth Partners, we ensure the complexity of your success never limits the freedom of your future.

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