Sage Financial Associates
My office serves private clientele, including individuals and families, trusts and estates, not-for-profit organizations, private company pensions and profit-sharing plans.
Over the years, what I have thoroughly enjoyed the most is the sense of financial empowerment clients feel, as their lives evolve, and they begin to enjoy the fruits of our planning together. We strive to maintain the highest ethical standards in our interaction with each client and are committed to both personal and intellectual integrity.
We believe in getting to know our clients in-depth, to better understand their needs and objectives. In doing so, we develop long term client relationships based on individual investment counseling and high-quality client service.
Outside the office Scott enjoys an active lifestyle and spending time with his family. Hobbies include cycling, running, swimming, hiking and playing golf.