Sage Financial Group is an independent, privately-held wealth management firm founded in 1989. It manages over $3.2 billion in assets for high-net-worth individuals and families, offering customized investment management and financial planning services[1][3]. Their target audience includes high-net-worth individuals, families, and businesses. Sage's unique selling proposition is its independence, allowing for objective advice and a fee-only structure, which fosters long-term client relationships and a high client retention rate of 98%[1][5]. This independence enables them to focus on clients' best interests without external influence.