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As a wealth preservation expert, I've spent the last 40 years crafting holistic financial strategies that help clients minimize onerous taxes and preserve their financial positions using time-tested and proven strategies. I work with high-net-worth individuals, family offices, corporations, and not-for-profit organizations. I spend time with them to understand their financial goals and unique situations, and create a bespoke solution comprising sophisticated tax-avoidance measures and wealth-preservation products to exceed their expectations. During my time working with clients, I collaborate with their attorneys, CPAs, and other professionals. I'm a firm believer that collaboration and working with trusted advisors not only gives my clients peace of mind, but also ensures all facets of their unique needs are met. Over the years, I've honed my client engagement process to ensure I fully understand my clients' needs and can quickly adapt when their financial positions change. I first work with them and their trusted advisors to understand their goals and perform a full analysis on their financial picture. I then architect a bespoke strategy, tailored to the individual or entity, to preserve their wealth and reduce onerous taxes. My goal is to always "move the needle" and my uncommon techniques consistently deliver outsize returns. At Sage Consulting and Wealth Preservation, my team partners with the finest law firms, CPA firms, and advisors nationwide to deliver innovative, creative, and customized solutions. Integrity and professionalism are central to our process, and our clients' success is our success. With proprietary resources and a team of industry experts, Sage is uniquely suited to address the special issues that accompany the accumulation of significant wealth, the distribution of that wealth, and succession and estate tax planning. We provide unique strategies that protect our clients, their families, and their businesses, and ultimately enhance their quality of life.


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