Our approach to planning is different than you have ever experienced before. Most people think planning is about money. It’s about so much more. It's about you, your values, your family, and your relationships. As we have taken clients through our Discovery Process, we have been amazed by the profound yet simple truths about life that become clear as they articulate what is important to them. As this process unfolds, they can clearly see the way to proceed to accomplish their goals for themselves and their loved ones. We created our firm to bring together the advice and resources you need to manage your wealth with confidence and ease. We bring over fifty years of experience in the financial services and legal worlds, helping people maximize the opportunities and minimize the challenges created by their wealth. Our team of client relationship professionals throughout the country and our resources in legal, tax, investments, insurances…even organizational psychology… are invaluable in our comprehensive, holistic support of Sage Hill clients. When you partner with Sage Hill, you will have your information at your fingertips and your decision-making and communication with your team of advisors will be uncomplicated. The result will be a new sense of confidence that your affairs are in order. If you've wondered about any of the following questions, Sage Hill may be right for you.