Always Looking Ahead

Our Firm

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua.

$2B+

Assets under advisement

20+ Years

Experts with Goldman Sachs experience

$0

Zero Compensation from Commissions or Placement Fees

Our Services

Creative Approach

Our advisors have experience as advisors at a Wall Street bank, while our size and independence enables us to provide unconflicted, fiduciary advice bringing you the best creative approach to meet your financial goals.

Hightouch Customer Service

Our broad network of relationships with clients, fund managers, and institutions enables us to source and deliver unique investment opportunities woring together in every step so our clients stay informed and engaged as we grow together.

Fidelity as Custodian

Sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet, consetetur sadipscing elitr.

Consolidated Reporting

Our consolidated reporting gives you invaluable management information to help you optimize your investment decisions.

Our Name

Wondering How We Got Our Name?

Sage Mountain is a combination of sagebrush and mountains inspired by our founder’s roots in Wyoming. It represents our core belief that when you make a promise, you keep it.

Our Difference

Unbiased Advice

Unbiased Advice

As fiduciaries, we put the interests of our clients first.

Comprehensive Planning

Comprehensive Planning

Our world class consolidated reporting and financial planning tools allow you to see your full financial picture in one place.

Hyper-Responsive Service

Hyper-Responsive Service

We are committed to providing exceptional service and attention to every client.

Our Commitment

Our Commitment

As an independent firm, we believe our team’s interests are aligned with our clients’ and we are singularly committed to helping them achieve their goals and enrich their futures.

© Copyright 2022 - Sage Mountain | Web Design by M16 Marketing