Our Investment Management process is comprehensive. We consider your entire financial situation, your goals for future, and your tolerance for risk. We will work together to construct a sound investment strategy and will consistently review your situation to help you achieve success. Our investment management experience is dynamic because life is as such.
We take pride in servicing small business owners as they are the engines that help make our communities cohesive and unique. Small businesses often implement retirement plans to fund retirements, save on taxes, and/or retain key employees. Developing a plan to accomplish the objectives for the owner and employees requires careful planning and considerations.
Some commonly used small business retirement plans:
We will continually service your plan and ensure that your employees are informed of their options and given the proper investment guidance so you, the owner, can focus on your own business.
Sustainable, responsible and impact investing (SRI) is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. More and more people want to feel connected to their investments and have a desire to align their personal values and intention with their money.
At Sagewater Financial we are not held to any proprietary investments nor products, allowing us to offer a wide array of solutions to find the right fit for those interested in this alignment. We can positive screen for industries/companies that support a particular belief. We can also negative screen to avoid that same sentiment.
Asset allocation and diversification are investment strategies that can help manage risk within a portfolio, but they do not guarantee profits or protect against loss in declining markets.
We do not offer tax or legal services.