SAGE MOUNTAIN 945 East Paces Ferry Rd NE, Suite 2660, Atlanta, GA 30326
Services
We help families protect and grow their wealth during complex transitional periods with an all-inclusive, comprehensive service dedicated to their financial and personal well-being.
Investment Management
- Analyze Existing Portfolio
- Determine Asset Allocation and Analysis of Risk
- Identify and Evaluate Private Investment Opportunities
- Consolidated Performance Reporting
- Rebalancing of Portfolio & Tax Loss Harvesting
- Consolidated Performance Reporting Using the Addepar Wealth Management Platform for Data Aggregation and Analytics
- Ongoing Monitoring of Underlying Managers
Trust and Estate Planning
- Review of Estate and Trust Documents
- Discuss Strategies to Minimize Estate and Income Taxes
- Determine Charitable Planning Strategies
- Ongoing Pursuit of the Most Cutting Edge Tax Mitigation Strategies Available
Planning and
Advice
- Coordinate with Outside Advisors
- Pre-Transaction Business Advisory
- Build and Regularly Update Balance Sheet
- Cash Flow and Retirement Planning Analysis
- Review Asset Titling & Risk Management Plan
- Liability Management
- Multigenerational Wealth Transfer
- Next Generation Education
- Provide Professional Connections
Community Sourced Alternative Investing
- Access to Private Alternative Investments
- Network with Highly Successful Entrepreneurs and Investors
- Real-World, Industry Expert Analysis
- Objective Guidance and Commission-Free Deal Facilitation