Will Tuggle, CFA, Joins Sage Mountain as Wealth Advisor
Boutique RIA taps seasoned Goldman Sachs Vice President to service its valued client base.
ATLANTA, February 17, 2022 – (BUSINESS WIRE) – Sage Mountain Advisors LLC (Sage Mountain), an all-inclusive, independent wealth management firm, announced today it has expanded its advisory team with the recent hire of Will Tuggle, CFA, as Wealth Advisor. Tuggle, who hails from the Goldman Sachs Investment Management Division where he advised high-net-worth individuals, families, foundations and endowments, brings nearly fourteen years of wealth management and financial planning experience.
“The Sage Mountain team is excited to welcome Will Tuggle on board, serving our clients with tailor-made solutions that will be integral in contributing to their continued financial growth,” said Scott Neu, Co-Founder and CEO of Sage Mountain. “I have known Will for many years, having previously worked together for over a decade at Goldman Sachs. The expertise, enthusiasm, and personalized care that I know he will bring to our clients reflect the core principles of who we are as a firm.”
In this role, Tuggle is tasked with offering comprehensive, and specialized, wealth management solutions to the client-centric firm’s network of high-net-worth families. His responsibilities include investment research and strategies, risk management, and advising clients on how to develop and implement estate, trust, tax, and philanthropic plans.
“I am thrilled to be working alongside the nimble team at Sage Mountain, where highly successful individuals, and their families, come to us for guidance, particularly during some of their most important and life changing moments,” said Tuggle. “Helping people navigate complex, financial situations, while being able to counsel them on alternative investing opportunities, makes working with clients feel like a true partnership.”
He attended the University of Georgia, where he graduated with dual degrees in Finance and Economics. He now resides in Marietta, GA with his wife, Miranda, and two children.
About Sage Mountain Advisors
Sage Mountain Advisors LLC is an all-inclusive wealth management firm and alternative investment community, providing concierge-level service dedicated to protecting and growing a family’s net worth for this generation and the next. Sage Mountain is a fee-only, 100% independent and employee-owned boutique firm with Wall Street roots. It has grown to advise on over $2.5 billion in assets for a select group of high-net-worth families nationwide. For additional information, please visit sagemountainadvisors.com.
Sage Mountain Advisors
Sage Mountain Advisors, LLC (SMA) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about SMA’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request.
- Source: Sage Mountain Advisors LLC
- Related Links: www.sagemountainadvisors.com