Sage Tree Wealth Inc

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10 E Church St
Fairport, NY 14450
+1 (585) 425-4090
https://www.sagetreewealth.com

Sage Tree Wealth, Inc. is an SEC registered investment advisory firm based in Fairport, NY, offering active and passive wealth management services to clients seeking steady growth and downside risk protection, as well as automated index-style investing through Betterment with no minimum investment required.

With a comprehensive range of financial services including private wealth management, 401k plan design, and comprehensive financial planning, Sage Tree Wealth is dedicated to fostering growth and providing tailored solutions to meet the diverse needs of its clients.

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