Let’s have a candid conversation about what you’re getting for your money.

Investment fees are the price of investing, but value is in the eye of the beholder. With all the different fees out there, how do you know you’re getting good value for your investing dollar?

It starts with transparency.

At Sage Creek Wealth Management of Raymond James, we’re upfront about what you pay, what you’re paying for and how we get paid.

Complementary second opinion

If you have an investment portfolio purchased through a financial advisor or electronic brokerage, we’ll take a look and break down what you’re paying in fees, tell you what the fees are from and whether they’re inside the norm or beyond the pale.

Then you can decide if you’re getting the level of service commensurate with what you’re paying.

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Fee transparency

Know what you're paying and what you should expect.

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Personalized strategies

Own a portfolio designed for your life, family and goals.

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Comprehensive guidance

Let your wealth serve you through every stage of life.


About Sage Creek Wealth Management

Our personalized, goal-oriented approach to wealth management starts with your life and aspirations. We don’t offer off-the-shelf stock tips, but financial strategies and services tailored to your specific circumstances.

Learn more about us


All investments are subject to risk, including loss.