Team Dynamics

True wealth management involves more than just taking care of your investments. Although many firms provide an initial prepackaged financial plan and corresponding model investment portfolio, our approach focuses on your specific needs and objectives throughout our relationship.

Such a wide range of financial needs requires an equally wide range of hands-on financial care. At Gage Wealth Management, we recognize that no one person can know it all. As your Financial Planner, we offer you our own counsel while overseeing a network of seasoned financial professionals with deep understanding and knowledge in specific areas — to systematically address the four main components that comprise your advanced planning needs — wealth enhancement, wealth protection, wealth transfer, and charitable giving. Providing access to a truly integrated team of professionals is a service that is touted by many but executed by few.