Leo Frederick Sage, IV

Leo Frederick Sage, IV

CIO & Managing Partner

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.