Our Associates

David Gornitzky

CEO & Managing Partner

772-261-8874

david@gornitzkysage.com

As the CEO and a Sr. Financial Advisor at Gornitzky Sage Wealth Management, my primary responsibility is to oversee the entire firm and its operations. I take pride in ensuring that our clients receive the highest level of service and expertise. Specializing in financial planning, avoiding catastrophic losses, reducing overall tax brackets, and insurance services, I strive to provide comprehensive solutions tailored to each client's unique needs. With over 17 years of experience in the financial services industry, I have dedicated my career to helping individuals and families pursue their financial goals.

Throughout my career, I have had the privilege of working at esteemed financial institutions such as Washington Mutual Bank / Wamu Investments where I was a member of the production club which represented the top 5% of advisors in the company, Banc of America Investments / Merrill Lynch where I obtained the honor of being a member of the Executive Club, and Wells Fargo Advisors. Gornitzky Sage Wealth Management was founded in 2018. These experiences have allowed me to develop a deep understanding of the industry and the intricate financial landscape. I hold the Series 7 and 66 securities licenses (held with LPL Financial), as well as the insurance license for Life, Health, and Variable Annuities. Additionally, before embarking on my professional journey, I attended Palm Beach State College where I studied Business Administration.

Over the course of serving as a financial advisor, I discovered my passion for helping people succeed and watching their dreams become a reality. For me, the greatest values I can provide for my clients are integrity, professionalism, and availability. I believe in building lifelong relationships based on trust and transparency.

Outside of work, I reside in Treasure Coast, Florida with my wife, Jacqueline, and our three boys: Nathan, Angelo, and Gianni. In addition to my professional endeavors, I am proud to be the founder of two nonprofits: Give Back 2 Kids Inc and Financial Literacy Foundation, Inc. These organizations allow me to give back to the community and make a positive impact on the lives of others. I also volunteer as a football coach and recruiting coordinator, where I can combine my love for sports and mentorship. During my free time, you can often find me spending time with my family, traveling, fishing, golfing, or simply relaxing on a beach somewhere sitting under a tiki bar.

Leo Frederick Sage, IV

CIO & Managing Partner

772-261-8874

fred@gornitzkysage.com

As the CIO and a Sr. Financial Advisor at Gornitzky Sage Wealth Management, my primary responsibility is to lead clients through our comprehensive financial planning process. I work closely with them to understand their unique needs and develop a tailored Financial Planning Solution that aligns with their goals. Whether it's retirement planning, investment strategies, or business planning services, I specialize in providing personalized guidance and support. Additionally, I am responsible for the development and implementation of complex investment research and insurance strategies. With over 21 years of experience in the financial services industry, I am passionate about helping individuals, business owners, and families pursue their financial goals.

My journey in the financial services industry began at Instinet, where I worked with developers on the "Instinet R&A" application for the company's trading platform. Later, I became a founding partner of Convertbond.com, a convertible bond research portal that was acquired by Morgan Stanley's Institutional Equities Group in 2000. Throughout my career, I have also worked at Pruco, Wamu Investments, BofA/Merrill, and Wells Fargo, gaining valuable experience and insights along the way. In 2018, my business partner David Gornitzky and I went independent with our firm, Gornitzky Sage Wealth Management, where we continue to service clients into the present day. Prior to beginning my career, I obtained a degree in business administration with a concentration in corporate finance from Old Dominion University.

What truly motivates me is the opportunity to help someone and teach them something that can make their life better. I find great satisfaction in having the ability to positively impact people's lives through sound financial advice and strategies. Outside of work, I currently reside in Jensen Beach, Florida. I am a proud father to two teenage daughters, who bring joy and fulfillment to my life. When I am not servicing clients, I serve as the head Spiritual Advisor at the Delray Beach Sailors Yacht Club, where I am able to contribute to the spiritual well-being of the community.

In my free time, I enjoy giving back by teaching kids basic (and not-so-basic) financial foundation concepts through David's nonprofits. I also have a passion for sailing and can often be found enjoying the waters off Delray Beach on my catamaran, "The General," with friends and family. Additionally, I hold a first-degree black belt in karate and have attained a blue belt in Brazilian Jiu-Jitsu. My newest hobby is target shooting and gunsmithing, which allows me to continually learn and expand my skill set.

Nathan Gornitzky

Non-Licensed Associate

772-261-8874

nathan@gornitzkysage.com

I am currently working as an Administrative Assistant at Gornitzky Sage Wealth Management, and I have held this position since January 2023. With a strong background in both sports and academics, I have always strived to excel in every aspect of my life. During my time at John Carroll Catholic High School, I had the privilege of being a four-year member of the football team. It was an incredible journey that taught me the value of teamwork, discipline, and perseverance. My dedication and hard work paid off, as I was honored to be ranked in the prestigious ESPN West Palm Top-63 during my senior year. This recognition is given to the best senior football players in Palm Beach County and the Treasure Coast, which was truly humbling.

Throughout my high school career, I was fortunate to receive numerous accolades for my performance on the football field. I was selected as an All-Area player not once, but twice, which highlighted my consistent contribution to the team's success. Additionally, in my junior year, I was recognized as an All-Conference selection, further solidifying my skills and dedication to the sport. One of the most memorable moments of my high school football journey was being named the Defensive Most Valuable Player. This honor was a testament to my hard work, leadership, and ability to make a significant impact on the field. It was a proud moment for me and a reflection of the countless hours I had dedicated to honing my skills.

After completing my high school education, I continued my football career as a collegiate athlete at Westminster College in Pennsylvania. Representing my college on the football field was an incredible experience that allowed me to further develop my skills and learn valuable life lessons. In addition to my athletic pursuits, I also focused on my education. I graduated from IRSC with an Associate's degree in Business, which provided me with a solid foundation in various aspects of the business world.

Combining my passion for sports and my commitment to professional growth, I am now thriving as an Administrative Assistant at Gornitzky Sage Wealth Management and currently studying for various industry licenses. My experiences on the football field have instilled in me a strong work ethic, attention to detail, and the ability to work effectively in a team environment. These skills, coupled with my educational background, have prepared me well for my role in supporting the team at Gornitzky Sage Wealth Management.