SAGE Private Wealth Group

Dedicated and detail-oriented, Kaitlyn Hlavac brings four years of wealth management experience to her role as a Client Service Associate. She’s passionate about delivering reliable service and staying ahead of the curve. 📈✨ #ClientServiceAssociate #SAGEPWG #SAGE #YourTeam

Don't forget to set your clock backs an hour! We hope you enjoy the extra hour of sleep and brighter mornings coming soon. #DaylightSavingsEnd #TimeChange #FallBack #SAGEPWG #SAGE #SageAdvice

Our guiding principles of honesty, integrity, accountability, and pursuit of excellence are the foundation of everything we do. These core values drive us to deliver exceptional service, build lasting relationships, and strive for continuous improvement in every aspect of our work. 🌟🔍 #CoreValues #ClientFirst #Accountability #Integrity #Honesty #PursuitofExcellence #SAGE #SAGEPWG 

Nothing is more frightening than managing your money alone. Reach out to your Wealth Advisor so they can guide you through the spookiest financial twists and turns this Halloween season. #Halloween #FinancialPlanning #WealthManagement #SAGEPWG #SAGE #SageAdvice #DoWellbyDoingGood

October is Financial Planning Month, a time dedicated to raising awareness about the importance of financial education and the need for effective financial planning! As we navigate a world of fluctuating markets, rising inflation, and evolving personal circumstances, having a solid financial plan is more essential than ever. 🌟 Access the full article here: https://lnkd.in/gAciKRK6 #financialplanningmonth #SAGEPWG #DoWellByDoingGood #SAGEinsights #financiaĺfuture #SAGEadvice #financialeducation #financialplan

As a Senior Wealth Advisor, Kristi Wano brings a wealth of experience and a passion for guiding clients toward financial success. Her commitment to tailored strategies makes her your trusted partner in wealth management. 💼✨ #WealthManagement #ClientSuccess #SAGE #SAGEPWG #YourTeam #DoWellByDoingGood

Today is Make a Difference Day! It is an opportunity for community members to unite and volunteer, aiming to create a positive change in the loves of others. Volunteering is a meaningful way to give back and inspire others by improving the lives of those in need. We encourage all of our clients to help make a difference today and everyday! Swipe to learn about the different ways the Convoy of Hope suggests for you to make a difference today. #MakeADifference #Volunteer #PositiveChange #SAGEPWG #SAGE #SageAdvice

Estate Planning goes beyond simply creating a will. It is a comprehensive approach to safeguarding your legacy and the future of your family. Estate Planning Awareness Week is a great chance to initiate the process of securing your legacy or reviewing your current estate plan to ensure it is up to date. Contact your Wealth Advisor for guidance through this crucial process. #EstatePlanningWeek #ProtectYourLegacy #FinancialSecurity #SAGEPWG #SAGE #SageAdvice #DoWellByDoingGood

Maximize the benefits of your employer's retirement plan by contributing as much as you can afford. Each contribution made now will compound over time and grow into a larger sum. Your Wealth Advisor can assist you in determining an optimal savings rate tailored to your budget and retirement objectives. #RetirementSecurity #FinancialSecurity #RetirementSecurityMonth #SAGEPWG #SAGE #SageAdvice #FinancialEmpowerment

Remember to file your income tax returns by October 17th if you requested a six-month extension back in April! #TaxExtentsion #TaxesDue #IncomeTax #SAGEPWG #SAGE #SageAdvice #FinancialEmpowerment