Sage Consulting and Wealth Preservation

Sage Consulting and Wealth Preservation is a specialty Estate and Insurance Planning and Corporate Benefits Consulting firm located in historic Saratoga Springs, New York. Our goal is to identify the needs and objectives of our clients and meet them with specifically tailored, creative, appropriate, and tax-advantaged solutions. We combine our expertise with a collaborative approach; drawing together each client’s existing advisors with our talented principals and affiliates.