Sage Financial Group is a privately held investment and wealth management firm located in West Conshohocken, Pennsylvania.
"The work we do is only as good as the people we do it with. We recruit, attract, and work hard to retain highly talented professionals who are experienced, intelligent, value-driven, and committed to building long-term relationships with colleagues and clients. We believe in developing our people to excel in their roles and in the culture we foster – one based on team work, rigor, a sense of responsibility for the success and well-being of others, and a drive to always improve."
Alan J. Cohn and Stephen L. Cohn Co-Presidents
Since 1989 our mission has been to provide our clients, high-net worth individuals whose priorities include family, community, and career, with integrated, independent, highly personalized investment advice and wealth management services. We help build and preserve our clients’ wealth so that they can maintain the lifestyle they want today and establish a legacy for tomorrow.
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