Sage Financial Group, based in Tucson, AZ, is an independent registered investment adviser founded in 1989 by David, Alan, and Stephen Cohn. With a focus on building long-term relationships and providing objective, proactive, and fee-only advice, Sage manages over $2.7 billion in assets for more than 600 individuals and their families.
Their personalized approach to financial planning and investment management aims to empower clients to achieve their unique goals and values, offering dedicated attention, professional guidance, and concierge-level service. Sage's commitment to exceeding expectations is reflected in their impressive 98% client retention rate and dedication to helping clients make smart decisions for a secure financial future.
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