ABOUT OUR COMPANY
Gornitzky Sage Wealth Management offers all-encompassing services for our clients. As a respected financial advisory firm in Palm Beach, Boca Raton & the Treasure Coast, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From growing your wealth to planning for your family’s future, Gornitzky Sage Wealth Management is your investment advisor.
Whether you are a veteran of success or are just starting to manage your portfolio, Gornitzky Sage Wealth Management can help you achieve your goals and surpass them in time.
OUR COMMITMENT TO OUR CLIENTS
The financial advisory practice of Financial Advisors Leo Frederick Sage, IV and David C. Gornitzky focuses on asset preservation, tax advantaged strategies, and retirement income solutions for high net worth individuals and families. We also have access to additional resources available through affiliates of LPL Financial, including trust and estate services, liability management, insurance products and much more. Our intent is to provide our clients a holistic approach to their financial well being, assisting clients with every aspect of their financial lives. We take a hands-on approach to financial guidance and truly care about helping each client pursue financial stability and independence.
OUR GOALS
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.