Angela Wetzig, CFP^®

MRFC^®

President

Sage Wealth Consulting, LLC

6151 Lake Osprey Drive, Suite 300
Sarasota, FL 34240

+ 1 More Location

Sage Wealth Consulting, LLC

1990 Main St, Ste 750
Sarasota, FL 34236-8000

FINANCIAL ADVISOR'S WEBSITE

sagewealthconsulting.com

(941) 500-3660 CONNECT WITH Angela

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Sage Wealth Consulting, LLC offers fee-only pricing and does not earn commissions. Investment Advisory Services start at 1% annually. Financial Planning is available for a monthly fee.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Angela Wetzig is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sage Wealth Consulting, LLC in Sarasota, FL and the surrounding communities.

Financial Advisor Overview

Independent Advice. Strategic Planning. Fiduciary Standard. Sage Wealth Consulting, LLC is located in Sarasota, FL and serves clients locally and across the country. As a fiduciary, we offer financial planning and investment management. As a fee-only advisor, we never earn commissions. We offer a investment management and financial planning for professionals, business owners, and retirees looking for a strategic planning partner. We offer timely, meaningful advice and seek to build long lasting relationships.

Financial Advisor Experience

Angela Wetzig CFP®, MRFC® is a Certified Financial Planner® and Master Registered Financial Consultant®. She is the founder of Sage Wealth Consulting, LLC, a fiduciary, fee-only registered investment advisory firm in Sarasota, Florida. With nearly a decade in wealth management, she has helped hundreds of clients reach their goals. Her articles have been featured in industry publications including NAPFA magazine and The Register IARFC journal. Additionally, she was nominated in 2020 for Women to Watch by Investment News. Angela Wetzig also serves on the board for Financial Planning Association of Suncoast.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Master Registered Financial Consultant (MRFC)

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Sage Wealth Consulting, LLC offers fee-only pricing and does not earn commissions. Investment Advisory Services start at 1% annually. Financial Planning is available for a monthly fee.