Providing Customized Advice
To Each of Our Clients

Experience a Process That <strong><em>Begins With You</em></strong>

Experience a Process That Begins With You

The team at Gornitzky Sage Wealth Management works tirelessly on your behalf to provide customized advice that empowers your financial decision-making both now and in the future. We know that by putting your trust in a financial planner, you expect independent, objective professional advice in return.

A Look Into Our Process

We follow a uniquely proven four-step process to ensure we are providing the highest level of service and optimal financial strategies tailored to each client.

  • Step 1: Gather

    Our relationship begins with an in-depth discovery meeting to understand your current financial situation, short and long term objectives, concerns and risk tolerance. We leave no stone unturned as we gather the critical information needed to develop a sound financial plan..

  • Step 2: Propose

    Using the comprehensive knowledge gained in our discovery meeting, we analyze your situation and propose customized recommendations designed to maximize your likelihood of achieving your financial goals. We fine-tune our proposals based on your feedback to arrive at strategies that you are comfortable with and allow you to sleep at night.

  • Step 3: Implement

    Once you are satisfied with the strategies we have developed together, we work diligently to implement your financial plan. This includes handling all paperwork, interacting with other professionals as needed, and ensuring a seamless transition.

  • Step 4: Monitor

    We provide ongoing monitoring and advice to keep your plan on track as your life and the markets change. We conduct semi-annual reviews and are always available to revisit your plan should any adjustments be needed.

Whether you are an individual, small business owner or family looking to retire comfortably, save for college or make major purchases, we are here to help you gain the clarity, confidence and freedom to reach your most important financial goals. Contact us today to schedule your complimentary introductory consultation. 

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Putting Time Back in Your Life To Allow You To Do What You <strong><em>Truly Love</em></strong>

Putting Time Back in Your Life To Allow You To Do What You Truly Love

The individuals we connect with often seek to delegate their finances in order to spend more time with their family, career or life passions. At Gornitzky Sage Wealth Management, we have made a commitment to excellence in everything we do. That’s why we aim to help you clarify your financial goals to live the life you dream of.