Our Story

Everything Started in 2023

About Image
About Image
At Sage Wealth Advisory, we are driven by your success. Our clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning our guidance, investing principles and planning with equal passion we go beyond being an investment adviser to becoming a dedicated partner.
Our team understands the different milestones of life, and the challenges they bring. We work to ease the stress of each transition using our years of experience, research, and resources alongside your values and desires, to design a successful plan of action.

Our Process

To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you.
Next, we gather and review all relevant information, including bank records, financial statements, and tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be.
Advise and Implement
The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan.
Monitor and Evolve
The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate.
We focus on Comprehensive Wealth Management.
- Jeffrey C. Schultz
Our Team

Meet Our Team of Friendly Professionals

Team Member

Jeffrey C. Schultz

Principal, Registered Investment Advisor and Chief Compliance Officer
Team Member

Kwynn M. Kvam

Senior Investment Advisor Associate
Team Member

Joel W. Reimers

Senior Portfolio Strategist

We are proud to sit on the same side of the table as our clients.


Chartered Financial Analyst


CTFA Certification


Fiduciary Investment Management

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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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