Founded in 2021, Sage Tree Wealth, Inc. is an independent, fee-only registered investment advisor (RIA) based in Massachusetts. The firm operates as a fiduciary, committed to providing objective financial planning and investment management services tailored to individuals, families, and trusts. Their mission is to help clients bring their financial lives into focus through a comprehensive approach that includes retirement planning, investment strategy, and overall wealth management, ensuring their actions are always aligned with the clients' best interests.

Founded in

United States