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ABOUT OUR COMPANY

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.

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RETIREMENT PLANNING

RETIREMENT PLANNING

Enjoy the fruits of your labor. Gornitzky Sage Wealth Management will help plan for your retirement and excite you for what’s to come.

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COLLEGE PLANNING

COLLEGE PLANNING

Rising education costs require a forward-thinking plan. Gornitzky Sage Wealth Management can help you prepare for one of life’s biggest investments.

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BUSINESS PLANNING

BUSINESS PLANNING

We believe small businesses are the backbone of America. At Gornitzky Sage Wealth Management, we do our utmost to help your business thrive.

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OUR COMMITMENT TO OUR CLIENTS

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.  

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OUR GOALS

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.

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DAVID C. GORNITZKY 

david.gornitzky@lpl.com

LEO FREDERICK SAGE, IV 

fred.sage@lpl.com

DOWNLOAD OUR FREE EBOOK

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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