Broker Check
Gage Wealth Management Group

1 University Drive
Suite 400
Newtown, PA 18940

267-352-3293

 

Mission

At Gage Wealth Management Group, we strive to develop lifelong relationships and serve you best by servicing your interests exclusively. As a Registered Investment Advisor, we are required by law to act with undivided loyalty to you, our client, in a fiduciary relationship. This includes disclosing how we are compensated and revealing any conflicts of interest. Not all financial relationships are held to this higher standard!

Experience and Skill 

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs. 

How We Differ

Intentionally independent to better serve you. There are many types of financial intermediaries ready to offer you their services: stockbrokers, bankers, insurance salespeople, and others. Each is paid differently and operates under varying regulations. Conflicting incentives and restrictions are often frustratingly opaque to the end investor. How do you know if the "advice" you're receiving is in your best interests? We are a fee only, Registered Investment Advisor firm in a fiduciary relationship with you. That's a mouthful of terms, but stick with it, because they mean quite a bit to you and your wealth.